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 | $7,968 | $27,839-71.4% | $58,482-86.4% | $71,457-88.8% |
| Participation rate | 11.3% | 34.5%-23.2pp | 50.9%-39.5pp | 67.9%-56.6pp |
| Annual return | 20.93% | 26.81%-5.9pp | 4239.32%-4218.4pp | 28.85%-7.9pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,053-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $147 | $1,206-87.8% | $1,924-92.3% | $4,289-96.6% |
| Admin fee / account holder | $698 | $1,641-57.5% | $2,516-72.3% | $1,587-56.1% |