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 3-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 | $18,471 | $45,031-59.0% | $85,009-78.3% | $77,671-76.2% |
| Participation rate | 6.9% | 48.7%-41.8pp | 67.5%-60.6pp | 70.6%-63.7pp |
| Annual return | 14.81% | 79.22%-64.4pp | 66.47%-51.7pp | 31.21%-16.4pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,728-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $508 | $2,807-81.9% | $4,522-88.8% | $4,648-89.1% |
| Admin fee / account holder | $2,171 | $912+138.1% | $6,153-64.7% | $430+404.4% |