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 | $24,344 | $60,124-59.5% | $90,404-73.1% | $79,858-69.5% |
| Participation rate | 10.9% | 65.0%-54.1pp | 72.7%-61.8pp | 69.6%-58.7pp |
| Annual return | 13.73% | 71.94%-58.2pp | 1293.02%-1279.3pp | 31.71%-18.0pp |
| Employer contribution / active EE | $430 | $2,068-79.2% | $3,262-86.8% | $2,471-82.6% |
| Participant deferral / active EE | $613 | $2,938-79.1% | $3,963-84.5% | $3,740-83.6% |
| Admin fee / account holder | $971 | $3,976-75.6% | $5,611-82.7% | $5,306-81.7% |