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 9-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 | $41,379 | $54,701-24.4% | $86,188-52.0% | $71,457-42.1% |
| Participation rate | 21.5% | 60.1%-38.6pp | 69.0%-47.5pp | 67.9%-46.4pp |
| Annual return | 20.05% | 20.06%0pp | 1168.45%-1148.4pp | 28.85%-8.8pp |
| Employer contribution / active EE | $331 | $1,265-73.9% | $2,380-86.1% | $2,588-87.2% |
| Participant deferral / active EE | $1,090 | $3,108-64.9% | $3,985-72.6% | $4,289-74.6% |
| Admin fee / account holder | $382 | $1,922-80.1% | $6,852-94.4% | $1,587-76.0% |