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 9-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 | $14,968 | $48,795-69.3% | $65,493-77.1% | $84,808-82.4% |
| Participation rate | 17.2% | 67.0%-49.8pp | 73.1%-55.9pp | 68.3%-51.1pp |
| Annual return | 12.30% | 20.20%-7.9pp | 982.45%-970.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $646 | $2,928-77.9% | $3,961-83.7% | $4,212-84.7% |
| Admin fee / account holder | $615 | $3,877-84.1% | $5,028-87.8% | $7,344-91.6% |