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 | $44,321 | $101,317-56.3% | $146,958-69.8% | $74,495-40.5% |
| Participation rate | 34.4% | 75.5%-41.1pp | 82.2%-47.8pp | 67.2%-32.8pp |
| Annual return | 34.48% | 8730.91%-8696.4pp | 418.34%-383.9pp | 1364.94%-1330.5pp |
| Employer contribution / active EE | $1,104 | $3,810-71.0% | $4,933-77.6% | $2,623-57.9% |
| Participant deferral / active EE | $2,231 | $7,303-69.5% | $8,070-72.4% | $4,346-48.7% |
| Admin fee / account holder | $29,496 | $1,739+1596.3% | $12,998+126.9% | $1,942+1419.1% |