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 | $52,904 | $30,400+74.0% | $53,898-1.8% | $84,808-37.6% |
| Participation rate | 4.9% | 46.4%-41.6pp | 55.0%-50.1pp | 68.3%-63.4pp |
| Annual return | 17.21% | 500.19%-483.0pp | 528.60%-511.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $197 | $603-67.3% | $932-78.9% | $2,631-92.5% |
| Participant deferral / active EE | $181 | $1,199-84.9% | $1,826-90.1% | $4,212-95.7% |
| Admin fee / account holder | $6,575 | $1,993+229.8% | $2,491+164.0% | $7,344-10.5% |