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 5-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 | $7,431 | $90,348-91.8% | $75,972-90.2% | $145,922-94.9% |
| Participation rate | 30.8% | 74.5%-43.7pp | 69.1%-38.3pp | 80.3%-49.5pp |
| Annual return | 17.92% | 620.88%-603.0pp | 359.55%-341.6pp | 561.29%-543.4pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $441 | $5,162-91.5% | $4,255-89.6% | $6,688-93.4% |
| Admin fee / account holder | $332 | $8,467-96.1% | $6,467-94.9% | $13,397-97.5% |