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 3-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 | $6,038 | $68,097-91.1% | $62,929-90.4% | $137,256-95.6% |
| Participation rate | 38.1% | 77.4%-39.3pp | 73.1%-35.0pp | 80.0%-41.9pp |
| Annual return | 18.84% | 1859.11%-1840.3pp | 1063.93%-1045.1pp | 220.34%-201.5pp |
| Employer contribution / active EE | $434 | $2,811-84.6% | $2,505-82.7% | $4,156-89.6% |
| Participant deferral / active EE | $639 | $4,553-86.0% | $3,888-83.6% | $6,407-90.0% |
| Admin fee / account holder | $742 | $6,521-88.6% | $5,065-85.3% | $12,270-94.0% |