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 | $26,607 | $83,902-68.3% | $167,512-84.1% | $84,808-68.6% |
| Participation rate | 41.5% | 66.5%-25.0pp | 77.1%-35.6pp | 68.3%-26.8pp |
| Annual return | 16.31% | 91.55%-75.2pp | 1615.79%-1599.5pp | 40.90%-24.6pp |
| Employer contribution / active EE | $842 | $2,264-62.8% | $3,882-78.3% | $2,631-68.0% |
| Participant deferral / active EE | $1,322 | $4,442-70.2% | $6,405-79.4% | $4,212-68.6% |
| Admin fee / account holder | $4,120 | $7,915-47.9% | $9,769-57.8% | $7,344-43.9% |