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 | $40,536 | $41,078-1.3% | $80,569-49.7% | $71,457-43.3% |
| Participation rate | 14.2% | 50.2%-36.1pp | 67.0%-52.8pp | 67.9%-53.8pp |
| Annual return | 62.33% | 38.45%+23.9pp | 935.43%-873.1pp | 28.85%+33.5pp |
| Employer contribution / active EE | $338 | $1,506-77.5% | $2,723-87.6% | $2,588-86.9% |
| Participant deferral / active EE | $590 | $2,699-78.1% | $4,447-86.7% | $4,289-86.2% |
| Admin fee / account holder | $13,123 | $1,840+613.0% | $5,377+144.0% | $1,587+726.7% |