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 | $44,846 | $117,983-62.0% | $101,794-55.9% | $142,382-68.5% |
| Participation rate | 18.8% | 74.2%-55.5pp | 69.2%-50.4pp | 80.1%-61.4pp |
| Annual return | 10.41% | 36.92%-26.5pp | 30.53%-20.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $486 | $4,714-89.7% | $4,084-88.1% | $6,507-92.5% |
| Admin fee / account holder | $3,177 | $10,433-69.6% | $8,777-63.8% | $12,624-74.8% |