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 | $14,074 | $60,323-76.7% | $81,812-82.8% | $74,495-81.1% |
| Participation rate | 28.5% | 62.9%-34.4pp | 72.3%-43.9pp | 67.2%-38.7pp |
| Annual return | 13.72% | 16.90%-3.2pp | 773.79%-760.1pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $419 | $2,620-84.0% | $2,912-85.6% | $2,623-84.0% |
| Participant deferral / active EE | $652 | $3,387-80.8% | $4,319-84.9% | $4,346-85.0% |
| Admin fee / account holder | $652 | $1,486-56.1% | $7,386-91.2% | $1,942-66.4% |