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 8-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 | $41,164 | $78,705-47.7% | $117,854-65.1% | $70,131-41.3% |
| Participation rate | 14.5% | 73.2%-58.7pp | 79.7%-65.1pp | 69.5%-55.0pp |
| Annual return | 41.44% | 23.30%+18.1pp | 335.08%-293.6pp | 73.14%-31.7pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $828 | $3,297-74.9% | $4,482-81.5% | $3,332-75.1% |
| Admin fee / account holder | $487 | $5,065-90.4% | $8,020-93.9% | $4,645-89.5% |