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 | $22,608 | $71,057-68.2% | $93,654-75.9% | $80,874-72.0% |
| Participation rate | 5.2% | 60.4%-55.3pp | 68.7%-63.6pp | 67.6%-62.5pp |
| Annual return | 14.61% | 11.26%+3.3pp | 133.34%-118.7pp | 35.62%-21.0pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,421-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $356 | $4,034-91.2% | $4,413-91.9% | $4,297-91.7% |
| Admin fee / account holder | $3,195 | $6,944-54.0% | $8,282-61.4% | $6,935-53.9% |