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 | $22,655 | $70,756-68.0% | $65,493-65.4% | $142,382-84.1% |
| Participation rate | 27.3% | 77.4%-50.1pp | 73.1%-45.8pp | 80.1%-52.8pp |
| Annual return | 17.03% | 1754.89%-1737.9pp | 982.45%-965.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $436 | $4,637-90.6% | $3,961-89.0% | $6,507-93.3% |
| Admin fee / account holder | $889 | $6,559-86.4% | $5,028-82.3% | $12,624-93.0% |