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 | $20,879 | $158,398-86.8% | $126,539-83.5% | $142,382-85.3% |
| Participation rate | 13.0% | 75.8%-62.8pp | 69.8%-56.8pp | 80.1%-67.1pp |
| Annual return | 28.34% | 593.76%-565.4pp | 425.95%-397.6pp | 217.08%-188.7pp |
| Employer contribution / active EE | $55 | $4,650-98.8% | $3,674-98.5% | $4,299-98.7% |
| Participant deferral / active EE | $98 | $4,767-98.0% | $4,083-97.6% | $6,507-98.5% |
| Admin fee / account holder | $7,317 | $6,918+5.8% | $6,065+20.7% | $12,624-42.0% |