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 6-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 | $20,126 | $70,756-71.6% | $65,493-69.3% | $142,382-85.9% |
| Participation rate | 39.1% | 77.4%-38.3pp | 73.1%-34.0pp | 80.1%-41.0pp |
| Annual return | 18.00% | 1754.89%-1736.9pp | 982.45%-964.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $681 | $2,881-76.4% | $2,574-73.6% | $4,299-84.2% |
| Participant deferral / active EE | $754 | $4,637-83.7% | $3,961-81.0% | $6,507-88.4% |
| Admin fee / account holder | $8,377 | $6,559+27.7% | $5,028+66.6% | $12,624-33.6% |