See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,749 | $49,922-82.5% | $80,569-89.1% | $75,163-88.4% |
| Participation rate | 5.4% | 55.3%-49.9pp | 67.0%-61.6pp | 67.2%-61.8pp |
| Annual return | 17.25% | 34.69%-17.4pp | 935.43%-918.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $105 | $2,990-96.5% | $4,447-97.6% | $4,125-97.5% |
| Admin fee / account holder | $3,303 | $3,577-7.7% | $5,377-38.6% | $5,651-41.6% |