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 7-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 | $52,376 | $102,317-48.8% | $146,958-64.4% | $80,856-35.2% |
| Participation rate | 20.0% | 75.8%-55.8pp | 82.2%-62.2pp | 67.6%-47.6pp |
| Annual return | 11.89% | 134.76%-122.9pp | 418.34%-406.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,122 | $6,644-68.1% | $8,070-73.7% | $4,296-50.6% |
| Admin fee / account holder | $1,943 | $7,941-75.5% | $12,998-85.1% | $6,918-71.9% |