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 6-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 | $30,869 | $169,032-81.7% | $129,207-76.1% | $145,922-78.8% |
| Participation rate | 13.3% | 76.4%-63.1pp | 69.6%-56.3pp | 80.3%-66.9pp |
| Annual return | 9.07% | 14330.11%-14321.0pp | 9417.33%-9408.3pp | 561.29%-552.2pp |
| Employer contribution / active EE | $0 | $5,537-100.0% | $4,153-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $330 | $4,987-93.4% | $4,168-92.1% | $6,688-95.1% |
| Admin fee / account holder | $5,087 | $9,954-48.9% | $7,715-34.1% | $13,397-62.0% |