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 9-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 | $61,379 | $85,766-28.4% | $136,294-55.0% | $70,131-12.5% |
| Participation rate | 5.6% | 74.2%-68.6pp | 81.9%-76.4pp | 69.5%-64.0pp |
| Annual return | 15.40% | 31.45%-16.1pp | 5155.94%-5140.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $550 | $5,051-89.1% | $6,247-91.2% | $3,332-83.5% |
| Admin fee / account holder | $12,220 | $5,420+125.4% | $9,243+32.2% | $4,645+163.1% |