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 | $13,969 | $94,752-85.3% | $112,887-87.6% | $139,434-90.0% |
| Participation rate | 27.8% | 81.3%-53.5pp | 80.5%-52.7pp | 80.3%-52.5pp |
| Annual return | 23.72% | 40.88%-17.2pp | 34.10%-10.4pp | 372.94%-349.2pp |
| Employer contribution / active EE | $0 | $4,625-100.0% | $4,563-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $630 | $6,512-90.3% | $6,513-90.3% | $6,710-90.6% |
| Admin fee / account holder | $1,125 | $8,527-86.8% | $7,047-84.0% | $11,403-90.1% |