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 | $19,359 | $138,044-86.0% | $125,339-84.6% | $134,475-85.6% |
| Participation rate | 61.1% | 84.5%-23.4pp | 82.4%-21.3pp | 81.2%-20.1pp |
| Annual return | -12.88% | 750.33%-763.2pp | 572.05%-584.9pp | 417.96%-430.8pp |
| Employer contribution / active EE | $1,247 | $5,243-76.2% | $4,814-74.1% | $4,740-73.7% |
| Participant deferral / active EE | $1,333 | $7,799-82.9% | $7,446-82.1% | $6,400-79.2% |
| Admin fee / account holder | $4,433 | $11,571-61.7% | $10,010-55.7% | $11,426-61.2% |