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 7-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 | $46,705 | $123,909-62.3% | $69,647-32.9% | $145,922-68.0% |
| Participation rate | 33.3% | 69.2%-35.9pp | 66.5%-33.1pp | 80.3%-46.9pp |
| Annual return | 9.20% | 190.55%-181.3pp | 100.48%-91.3pp | 561.29%-552.1pp |
| Employer contribution / active EE | $372 | $2,682-86.1% | $1,712-78.3% | $4,660-92.0% |
| Participant deferral / active EE | $536 | $4,236-87.4% | $2,886-81.4% | $6,688-92.0% |
| Admin fee / account holder | $8,659 | $7,863+10.1% | $4,713+83.7% | $13,397-35.4% |