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 | $16,753 | $104,486-84.0% | $76,817-78.2% | $152,861-89.0% |
| Participation rate | 45.5% | 76.6%-31.1pp | 72.1%-26.6pp | 82.4%-37.0pp |
| Annual return | 24.16% | 1013.37%-989.2pp | 1166.11%-1141.9pp | 345.32%-321.2pp |
| Employer contribution / active EE | $337 | $3,116-89.2% | $2,302-85.4% | $4,762-92.9% |
| Participant deferral / active EE | $786 | $4,236-81.4% | $3,336-76.4% | $5,850-86.6% |
| Admin fee / account holder | $672 | $12,275-94.5% | $6,420-89.5% | $11,596-94.2% |