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 | $20,540 | $61,605-66.7% | $112,229-81.7% | $75,163-72.7% |
| Participation rate | 24.1% | 61.7%-37.5pp | 72.4%-48.3pp | 67.2%-43.1pp |
| Annual return | 21.55% | 28.47%-6.9pp | 30.20%-8.7pp | 160.62%-139.1pp |
| Employer contribution / active EE | $639 | $2,015-68.3% | $3,430-81.4% | $2,670-76.1% |
| Participant deferral / active EE | $987 | $3,108-68.3% | $4,798-79.4% | $4,125-76.1% |
| Admin fee / account holder | $1,582 | $4,862-67.5% | $7,748-79.6% | $5,651-72.0% |