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 4-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 | $8,656 | $80,717-89.3% | $154,803-94.4% | $84,808-89.8% |
| Participation rate | 63.0% | 66.8%-3.8pp | 78.1%-15.1pp | 68.3%-5.3pp |
| Annual return | 45.67% | 37.96%+7.7pp | 58.88%-13.2pp | 40.90%+4.8pp |
| Employer contribution / active EE | $1,656 | $2,761-40.0% | $4,305-61.5% | $2,631-37.1% |
| Participant deferral / active EE | $590 | $3,303-82.1% | $5,540-89.3% | $4,212-86.0% |
| Admin fee / account holder | $2,595 | $6,746-61.5% | $14,329-81.9% | $7,344-64.7% |