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 7-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 | $13,836 | $49,922-72.3% | $80,569-82.8% | $75,163-81.6% |
| Participation rate | 36.0% | 55.3%-19.3pp | 67.0%-31.0pp | 67.2%-31.2pp |
| Annual return | 43.16% | 34.69%+8.5pp | 935.43%-892.3pp | 160.62%-117.5pp |
| Employer contribution / active EE | $328 | $1,698-80.7% | $2,723-88.0% | $2,670-87.7% |
| Participant deferral / active EE | $675 | $2,990-77.4% | $4,447-84.8% | $4,125-83.6% |
| Admin fee / account holder | $598 | $3,577-83.3% | $5,377-88.9% | $5,651-89.4% |