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 | $11,108 | $108,172-89.7% | $77,482-85.7% | $158,922-93.0% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 12.77% | 31.67%-18.9pp | 54.79%-42.0pp | 302.83%-290.1pp |
| Employer contribution / active EE | $56 | $1,325-95.8% | $986-94.3% | $4,761-98.8% |
| Participant deferral / active EE | $56 | $2,456-97.7% | $1,861-97.0% | $5,982-99.1% |
| Admin fee / account holder | $1,348 | $3,708-63.6% | $2,858-52.8% | $11,246-88.0% |