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 4-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 | $40,899 | $53,516-23.6% | $126,539-67.7% | $84,808-51.8% |
| Participation rate | 3.4% | 58.2%-54.8pp | 69.8%-66.4pp | 68.3%-64.9pp |
| Annual return | 20.14% | 58.34%-38.2pp | 425.95%-405.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $430 | $2,671-83.9% | $4,083-89.5% | $4,212-89.8% |
| Admin fee / account holder | $426 | $4,497-90.5% | $6,065-93.0% | $7,344-94.2% |