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 | $53,516-35.7% | $126,539-72.8% | $84,808-59.4% |
| Participation rate | 17.9% | 58.2%-40.4pp | 69.8%-52.0pp | 68.3%-50.5pp |
| Annual return | 15.12% | 58.34%-43.2pp | 425.95%-410.8pp | 40.90%-25.8pp |
| Employer contribution / active EE | $430 | $1,535-72.0% | $3,674-88.3% | $2,631-83.6% |
| Participant deferral / active EE | $651 | $2,671-75.6% | $4,083-84.1% | $4,212-84.6% |
| Admin fee / account holder | $11,223 | $4,497+149.6% | $6,065+85.1% | $7,344+52.8% |