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 | $22,406 | $93,571-76.1% | $135,903-83.5% | $75,163-70.2% |
| Participation rate | 21.1% | 75.2%-54.1pp | 81.9%-60.9pp | 67.2%-46.1pp |
| Annual return | 31.75% | 30.90%+0.8pp | 68.23%-36.5pp | 160.62%-128.9pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $944 | $6,404-85.3% | $7,758-87.8% | $4,125-77.1% |
| Admin fee / account holder | $318 | $6,975-95.4% | $10,762-97.0% | $5,651-94.4% |