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 | $9,659 | $100,773-90.4% | $88,946-89.1% | $142,382-93.2% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 74.96% | 70.18%+4.8pp | 57.82%+17.1pp | 217.08%-142.1pp |
| Employer contribution / active EE | $330 | $2,918-88.7% | $2,555-87.1% | $4,299-92.3% |
| Participant deferral / active EE | $825 | $5,230-84.2% | $4,581-82.0% | $6,507-87.3% |
| Admin fee / account holder | $6,402 | $9,693-34.0% | $8,261-22.5% | $12,624-49.3% |