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 6-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 | $44,442 | $102,317-56.6% | $146,958-69.8% | $80,856-45.0% |
| Participation rate | 23.1% | 75.8%-52.8pp | 82.2%-59.1pp | 67.6%-44.6pp |
| Annual return | 116.09% | 134.76%-18.7pp | 418.34%-302.2pp | 35.59%+80.5pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,428 | $6,644-78.5% | $8,070-82.3% | $4,296-66.7% |
| Admin fee / account holder | $3,935 | $7,941-50.4% | $12,998-69.7% | $6,918-43.1% |