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 | $41,883 | $55,415-24.4% | $155,509-73.1% | $74,495-43.8% |
| Participation rate | 32.7% | 61.9%-29.2pp | 78.2%-45.4pp | 67.2%-34.5pp |
| Annual return | 14.54% | 268.50%-254.0pp | 64.67%-50.1pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $434 | $2,267-80.9% | $4,672-90.7% | $2,623-83.5% |
| Participant deferral / active EE | $537 | $2,836-81.1% | $5,626-90.4% | $4,346-87.6% |
| Admin fee / account holder | $8,037 | $1,738+362.4% | $15,912-49.5% | $1,942+313.9% |