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 | $35,907 | $157,256-77.2% | $141,162-74.6% | $152,861-76.5% |
| Participation rate | 63.2% | 84.8%-21.7pp | 82.5%-19.3pp | 82.4%-19.3pp |
| Annual return | 17.64% | 64.32%-46.7pp | 71.39%-53.8pp | 345.32%-327.7pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,991 | $7,109-72.0% | $6,709-70.3% | $5,850-66.0% |
| Admin fee / account holder | $20,172 | $12,120+66.4% | $10,261+96.6% | $11,596+73.9% |