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 | $12,979 | $177,572-92.7% | $154,803-91.6% | $142,382-90.9% |
| Participation rate | 38.5% | 82.1%-43.6pp | 78.1%-39.6pp | 80.1%-41.7pp |
| Annual return | 16.78% | 65.07%-48.3pp | 58.88%-42.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $521 | $6,272-91.7% | $5,540-90.6% | $6,507-92.0% |
| Admin fee / account holder | $684 | $16,786-95.9% | $14,329-95.2% | $12,624-94.6% |