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 | $52,353-21.9% | $120,225-66.0% | $82,448-50.4% |
| Participation rate | 3.4% | 58.3%-54.9pp | 69.6%-66.1pp | 68.1%-64.6pp |
| Annual return | 20.14% | 61.85%-41.7pp | 439.23%-419.1pp | 41.64%-21.5pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $430 | $2,627-83.6% | $3,999-89.3% | $4,139-89.6% |
| Admin fee / account holder | $426 | $4,363-90.2% | $5,696-92.5% | $7,234-94.1% |