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 4-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 | $14,229 | $34,934-59.3% | $56,411-74.8% | $74,495-80.9% |
| Participation rate | 20.6% | 32.8%-12.3pp | 52.5%-31.9pp | 67.2%-46.6pp |
| Annual return | 11.76% | 25.94%-14.2pp | 1701.33%-1689.6pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $1,165 | $609+91.3% | $1,039+12.2% | $2,623-55.6% |
| Participant deferral / active EE | $167 | $1,170-85.8% | $1,952-91.5% | $4,346-96.2% |
| Admin fee / account holder | $3,124 | $2,364+32.2% | $2,829+10.4% | $1,942+60.9% |