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 8-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 | $19,988 | $96,305-79.2% | $80,569-75.2% | $139,434-85.7% |
| Participation rate | 37.5% | 73.6%-36.1pp | 67.0%-29.5pp | 80.3%-42.8pp |
| Annual return | 19.34% | 1350.08%-1330.7pp | 935.43%-916.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $435 | $3,262-86.7% | $2,723-84.0% | $4,751-90.8% |
| Participant deferral / active EE | $435 | $5,232-91.7% | $4,447-90.2% | $6,710-93.5% |
| Admin fee / account holder | $1,263 | $6,599-80.9% | $5,377-76.5% | $11,403-88.9% |