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 6-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 | $7,757 | $96,305-91.9% | $80,569-90.4% | $139,434-94.4% |
| Participation rate | 45.5% | 73.6%-28.2pp | 67.0%-21.5pp | 80.3%-34.9pp |
| Annual return | 21.79% | 1350.08%-1328.3pp | 935.43%-913.6pp | 372.94%-351.2pp |
| Employer contribution / active EE | $785 | $3,262-75.9% | $2,723-71.2% | $4,751-83.5% |
| Participant deferral / active EE | $785 | $5,232-85.0% | $4,447-82.3% | $6,710-88.3% |
| Admin fee / account holder | $316 | $6,599-95.2% | $5,377-94.1% | $11,403-97.2% |