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 | $59,883 | $77,899-23.1% | $149,673-60.0% | $75,163-20.3% |
| Participation rate | 24.4% | 65.6%-41.1pp | 78.8%-54.3pp | 67.2%-42.7pp |
| Annual return | 13.53% | 31.72%-18.2pp | 134.42%-120.9pp | 160.62%-147.1pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $475 | $3,411-86.1% | $5,680-91.6% | $4,125-88.5% |
| Admin fee / account holder | $4,602 | $5,956-22.7% | $13,210-65.2% | $5,651-18.6% |