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 | $21,175 | $70,756-70.1% | $65,493-67.7% | $142,382-85.1% |
| Participation rate | 23.1% | 77.4%-54.3pp | 73.1%-50.0pp | 80.1%-57.0pp |
| Annual return | 12.28% | 1754.89%-1742.6pp | 982.45%-970.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $535 | $4,637-88.5% | $3,961-86.5% | $6,507-91.8% |
| Admin fee / account holder | $9,519 | $6,559+45.1% | $5,028+89.3% | $12,624-24.6% |