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 | $6,932 | $76,738-91.0% | $56,411-87.7% | $145,922-95.2% |
| Participation rate | 60.0% | 63.2%-3.2pp | 52.5%+7.5pp | 80.3%-20.3pp |
| Annual return | 5.59% | 2994.23%-2988.6pp | 1701.33%-1695.7pp | 561.29%-555.7pp |
| Employer contribution / active EE | $33 | $1,380-97.6% | $1,039-96.8% | $4,660-99.3% |
| Participant deferral / active EE | $50 | $2,623-98.1% | $1,952-97.4% | $6,688-99.3% |
| Admin fee / account holder | $24,568 | $3,334+636.9% | $2,829+768.5% | $13,397+83.4% |