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 8-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 | $12,225 | $136,179-91.0% | $98,755-87.6% | $167,490-92.7% |
| Participation rate | 7.1% | 70.2%-63.1pp | 65.7%-58.6pp | 82.1%-75.0pp |
| Annual return | 14.92% | 67.53%-52.6pp | 49.91%-35.0pp | 478.56%-463.6pp |
| Employer contribution / active EE | $226 | $2,631-91.4% | $2,067-89.0% | $4,837-95.3% |
| Participant deferral / active EE | $226 | $3,716-93.9% | $3,035-92.5% | $6,341-96.4% |
| Admin fee / account holder | $4,041 | $5,031-19.7% | $4,076-0.9% | $12,309-67.2% |