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 6-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 | $26,100 | $30,588-14.7% | $53,898-51.6% | $85,563-69.5% |
| Participation rate | 5.4% | 26.3%-20.9pp | 55.0%-49.5pp | 66.0%-60.5pp |
| Annual return | 14.59% | 50.42%-35.8pp | 528.60%-514.0pp | 31.51%-16.9pp |
| Employer contribution / active EE | $80 | $436-81.7% | $932-91.4% | $2,654-97.0% |
| Participant deferral / active EE | $189 | $848-77.8% | $1,826-89.7% | $4,375-95.7% |
| Admin fee / account holder | $2,041 | $1,879+8.6% | $2,491-18.1% | $834+144.7% |