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 5-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 | $36,552 | $52,406-30.3% | $129,207-71.7% | $74,495-50.9% |
| Participation rate | 7.0% | 53.8%-46.8pp | 69.6%-62.6pp | 67.2%-60.2pp |
| Annual return | 20.20% | 15.66%+4.5pp | 9417.33%-9397.1pp | 1364.94%-1344.7pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $4,153-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $456 | $2,794-83.7% | $4,168-89.1% | $4,346-89.5% |
| Admin fee / account holder | $1,642 | $2,633-37.7% | $7,715-78.7% | $1,942-15.5% |