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 | $22,836 | $68,346-66.6% | $94,646-75.9% | $75,163-69.6% |
| Participation rate | 32.1% | 76.1%-44.0pp | 80.8%-48.7pp | 67.2%-35.0pp |
| Annual return | 20.34% | 616.93%-596.6pp | 156.71%-136.4pp | 160.62%-140.3pp |
| Employer contribution / active EE | $825 | $2,701-69.4% | $3,672-77.5% | $2,670-69.1% |
| Participant deferral / active EE | $1,220 | $6,537-81.3% | $7,418-83.6% | $4,125-70.4% |
| Admin fee / account holder | $5,884 | $5,326+10.5% | $7,231-18.6% | $5,651+4.1% |