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 | $28,924 | $80,717-64.2% | $154,803-81.3% | $84,808-65.9% |
| Participation rate | 37.1% | 66.8%-29.7pp | 78.1%-41.0pp | 68.3%-31.2pp |
| Annual return | 18.14% | 37.96%-19.8pp | 58.88%-40.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $617 | $2,761-77.6% | $4,305-85.7% | $2,631-76.5% |
| Participant deferral / active EE | $793 | $3,303-76.0% | $5,540-85.7% | $4,212-81.2% |
| Admin fee / account holder | $1,324 | $6,746-80.4% | $14,329-90.8% | $7,344-82.0% |