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 9-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 | $19,586 | $53,127-63.1% | $86,590-77.4% | $70,131-72.1% |
| Participation rate | 15.0% | 65.3%-50.3pp | 73.5%-58.5pp | 69.5%-54.5pp |
| Annual return | 14.12% | 27.66%-13.5pp | 964.84%-950.7pp | 73.14%-59.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $296 | $2,696-89.0% | $3,609-91.8% | $3,332-91.1% |
| Admin fee / account holder | $1,598 | $3,585-55.4% | $4,906-67.4% | $4,645-65.6% |