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 | $34,404 | $52,353-34.3% | $120,225-71.4% | $82,448-58.3% |
| Participation rate | 17.9% | 58.3%-40.5pp | 69.6%-51.7pp | 68.1%-50.2pp |
| Annual return | 15.12% | 61.85%-46.7pp | 439.23%-424.1pp | 41.64%-26.5pp |
| Employer contribution / active EE | $430 | $1,510-71.5% | $3,475-87.6% | $2,551-83.1% |
| Participant deferral / active EE | $651 | $2,627-75.2% | $3,999-83.7% | $4,139-84.3% |
| Admin fee / account holder | $11,223 | $4,363+157.3% | $5,696+97.0% | $7,234+55.1% |