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 | $17,242 | $115,770-85.1% | $101,248-83.0% | $158,922-89.2% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 9.71% | 56.14%-46.4pp | 46.47%-36.8pp | 302.83%-293.1pp |
| Employer contribution / active EE | $870 | $4,175-79.2% | $3,660-76.2% | $4,761-81.7% |
| Participant deferral / active EE | $1,187 | $4,957-76.1% | $4,370-72.8% | $5,982-80.2% |
| Admin fee / account holder | $324 | $7,245-95.5% | $5,945-94.6% | $11,246-97.1% |