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 | $32,946 | $105,998-68.9% | $92,233-64.3% | $147,584-77.7% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 10.60% | 50.05%-39.5pp | 176.28%-165.7pp | 578.55%-568.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $659 | $4,478-85.3% | $3,897-83.1% | $5,439-87.9% |
| Admin fee / account holder | $1,812 | $6,332-71.4% | $5,194-65.1% | $10,885-83.4% |