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 6-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 | $14,239 | $154,365-90.8% | $130,231-89.1% | $139,434-89.8% |
| Participation rate | 26.1% | 79.9%-53.8pp | 76.3%-50.2pp | 80.3%-54.2pp |
| Annual return | 12.89% | 30.34%-17.4pp | 38.77%-25.9pp | 372.94%-360.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $843 | $8,498-90.1% | $6,799-87.6% | $6,710-87.4% |
| Admin fee / account holder | $2,220 | $9,214-75.9% | $6,020-63.1% | $11,403-80.5% |