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 8-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 | $10,983 | $41,078-73.3% | $80,569-86.4% | $71,457-84.6% |
| Participation rate | 17.4% | 50.2%-32.8pp | 67.0%-49.6pp | 67.9%-50.5pp |
| Annual return | 19.63% | 38.45%-18.8pp | 935.43%-915.8pp | 28.85%-9.2pp |
| Employer contribution / active EE | $221 | $1,506-85.3% | $2,723-91.9% | $2,588-91.5% |
| Participant deferral / active EE | $474 | $2,699-82.4% | $4,447-89.3% | $4,289-89.0% |
| Admin fee / account holder | $1,786 | $1,840-3.0% | $5,377-66.8% | $1,587+12.5% |