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 | $23,809 | $44,960-47.0% | $84,966-72.0% | $74,495-68.0% |
| Participation rate | 18.0% | 49.4%-31.3pp | 67.5%-49.5pp | 67.2%-49.2pp |
| Annual return | 19.67% | 26.24%-6.6pp | 66.38%-46.7pp | 1364.94%-1345.3pp |
| Employer contribution / active EE | $375 | $1,457-74.3% | $2,727-86.3% | $2,623-85.7% |
| Participant deferral / active EE | $617 | $2,731-77.4% | $4,519-86.3% | $4,346-85.8% |
| Admin fee / account holder | $3,753 | $2,209+69.9% | $6,149-39.0% | $1,942+93.3% |