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 | $52,282 | $154,117-66.1% | $129,995-59.8% | $139,434-62.5% |
| Participation rate | 6.3% | 82.0%-75.7pp | 78.5%-72.2pp | 80.3%-74.1pp |
| Annual return | 18.10% | 32.48%-14.4pp | -137.18%+155.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,320-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,785 | $6,710-73.4% | $5,820-69.3% | $6,710-73.4% |
| Admin fee / account holder | $2,545 | $14,007-81.8% | $10,614-76.0% | $11,403-77.7% |