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 | $32,600 | $102,966-68.3% | $90,281-63.9% | $152,861-78.7% |
| Participation rate | 36.4% | 75.9%-39.5pp | 73.3%-36.9pp | 82.4%-46.1pp |
| Annual return | 11.00% | 95.16%-84.2pp | 78.10%-67.1pp | 345.32%-334.3pp |
| Employer contribution / active EE | $454 | $3,139-85.5% | $2,854-84.1% | $4,762-90.5% |
| Participant deferral / active EE | $698 | $4,281-83.7% | $3,885-82.0% | $5,850-88.1% |
| Admin fee / account holder | $78,715 | $6,171+1175.6% | $5,351+1371.0% | $11,596+578.8% |