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 | $11,546 | $111,814-89.7% | $103,374-88.8% | $145,959-92.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.38% | 24.77%-14.4pp | 24.89%-14.5pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,184 | $4,214-71.9% | $3,869-69.4% | $4,661-74.6% |
| Participant deferral / active EE | $1,489 | $5,618-73.5% | $5,058-70.6% | $6,689-77.7% |
| Admin fee / account holder | $1,836 | $9,754-81.2% | $8,394-78.1% | $13,398-86.3% |