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 | $17,352 | $60,124-71.1% | $90,404-80.8% | $79,858-78.3% |
| Participation rate | 15.6% | 65.0%-49.4pp | 72.7%-57.1pp | 69.6%-54.0pp |
| Annual return | 13.00% | 71.94%-58.9pp | 1293.02%-1280.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $172 | $2,938-94.1% | $3,963-95.7% | $3,740-95.4% |
| Admin fee / account holder | $1,711 | $3,976-57.0% | $5,611-69.5% | $5,306-67.8% |