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 | $8,597 | $58,208-85.2% | $81,812-89.5% | $80,856-89.4% |
| Participation rate | 57.1% | 63.4%-6.3pp | 72.3%-15.2pp | 67.6%-10.5pp |
| Annual return | 15.43% | 41.66%-26.2pp | 773.79%-758.4pp | 35.59%-20.2pp |
| Employer contribution / active EE | $370 | $2,340-84.2% | $2,912-87.3% | $2,755-86.6% |
| Participant deferral / active EE | $636 | $3,281-80.6% | $4,319-85.3% | $4,296-85.2% |
| Admin fee / account holder | $1,370 | $4,981-72.5% | $7,386-81.4% | $6,918-80.2% |