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 | $36,746 | $79,013-53.5% | $100,391-63.4% | $74,495-50.7% |
| Participation rate | 47.2% | 79.5%-32.3pp | 81.5%-34.3pp | 67.2%-20.0pp |
| Annual return | 17.07% | 20.41%-3.3pp | 49.20%-32.1pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $0 | $3,021-100.0% | $3,942-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,481 | $7,760-55.1% | $8,082-56.9% | $4,346-19.9% |
| Admin fee / account holder | $4,354 | $1,320+229.8% | $7,899-44.9% | $1,942+124.2% |