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 9-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 | $16,702 | $77,899-78.6% | $149,673-88.8% | $75,163-77.8% |
| Participation rate | 25.9% | 65.6%-39.7pp | 78.8%-52.9pp | 67.2%-41.3pp |
| Annual return | 17.95% | 31.72%-13.8pp | 134.42%-116.5pp | 160.62%-142.7pp |
| Employer contribution / active EE | $386 | $3,137-87.7% | $4,818-92.0% | $2,670-85.5% |
| Participant deferral / active EE | $679 | $3,411-80.1% | $5,680-88.0% | $4,125-83.5% |
| Admin fee / account holder | $1,775 | $5,956-70.2% | $13,210-86.6% | $5,651-68.6% |