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 | $25,808 | $96,557-73.3% | $80,975-68.1% | $273,961-90.6% |
| Participation rate | 0.0% | 79.1%-79.1pp | 75.8%-75.8pp | 83.0%-83.0pp |
| Annual return | 3.84% | 15.14%-11.3pp | 17.10%-13.3pp | 41.45%-37.6pp |
| Employer contribution / active EE | $5,125 | $4,868+5.3% | $3,714+38.0% | $4,869+5.3% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,012 | $7,492+73.7% | $5,516+135.9% | $10,132+28.4% |