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 | $14,214 | $55,415-74.3% | $155,509-90.9% | $74,495-80.9% |
| Participation rate | 40.4% | 61.9%-21.5pp | 78.2%-37.8pp | 67.2%-26.8pp |
| Annual return | 16.35% | 268.50%-252.1pp | 64.67%-48.3pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $609 | $2,267-73.2% | $4,672-87.0% | $2,623-76.8% |
| Participant deferral / active EE | $793 | $2,836-72.0% | $5,626-85.9% | $4,346-81.8% |
| Admin fee / account holder | $4,139 | $1,738+138.1% | $15,912-74.0% | $1,942+113.1% |