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 | $12,559 | $110,809-88.7% | $86,874-85.5% | $167,490-92.5% |
| Participation rate | 20.0% | 75.8%-55.8pp | 71.6%-51.6pp | 82.1%-62.1pp |
| Annual return | 11.09% | 116.98%-105.9pp | 63.52%-52.4pp | 478.56%-467.5pp |
| Employer contribution / active EE | $503 | $3,244-84.5% | $2,495-79.9% | $4,837-89.6% |
| Participant deferral / active EE | $535 | $4,546-88.2% | $3,699-85.5% | $6,341-91.6% |
| Admin fee / account holder | $733 | $8,415-91.3% | $5,828-87.4% | $12,309-94.0% |