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 | $189,695 | $84,233+125.2% | $170,442+11.3% | $70,131+170.5% |
| Participation rate | 1.3% | 70.8%-69.5pp | 83.6%-82.3pp | 69.5%-68.2pp |
| Annual return | 13.25% | 23.06%-9.8pp | 205.93%-192.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $34 | $3,086-98.9% | $4,939-99.3% | $3,332-99.0% |
| Admin fee / account holder | $8,563 | $5,698+50.3% | $13,880-38.3% | $4,645+84.3% |