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 | $18,067 | $77,899-76.8% | $149,673-87.9% | $75,163-76.0% |
| Participation rate | 22.2% | 65.6%-43.4pp | 78.8%-56.5pp | 67.2%-45.0pp |
| Annual return | 14.36% | 31.72%-17.4pp | 134.42%-120.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $480 | $3,137-84.7% | $4,818-90.0% | $2,670-82.0% |
| Participant deferral / active EE | $766 | $3,411-77.5% | $5,680-86.5% | $4,125-81.4% |
| Admin fee / account holder | $3,142 | $5,956-47.2% | $13,210-76.2% | $5,651-44.4% |