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 | $16,081 | $60,124-73.3% | $90,404-82.2% | $79,858-79.9% |
| Participation rate | 28.9% | 65.0%-36.1pp | 72.7%-43.8pp | 69.6%-40.7pp |
| Annual return | 18.21% | 71.94%-53.7pp | 1293.02%-1274.8pp | 31.71%-13.5pp |
| Employer contribution / active EE | $315 | $2,068-84.8% | $3,262-90.3% | $2,471-87.3% |
| Participant deferral / active EE | $634 | $2,938-78.4% | $3,963-84.0% | $3,740-83.0% |
| Admin fee / account holder | $2,543 | $3,976-36.0% | $5,611-54.7% | $5,306-52.1% |