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 | $23,919 | $80,717-70.4% | $154,803-84.5% | $84,808-71.8% |
| Participation rate | 24.7% | 66.8%-42.2pp | 78.1%-53.4pp | 68.3%-43.7pp |
| Annual return | 19.23% | 37.96%-18.7pp | 58.88%-39.7pp | 40.90%-21.7pp |
| Employer contribution / active EE | $449 | $2,761-83.7% | $4,305-89.6% | $2,631-82.9% |
| Participant deferral / active EE | $690 | $3,303-79.1% | $5,540-87.5% | $4,212-83.6% |
| Admin fee / account holder | $1,307 | $6,746-80.6% | $14,329-90.9% | $7,344-82.2% |