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 | $8,574 | $57,016-85.0% | $84,966-89.9% | $80,856-89.4% |
| Participation rate | 2.6% | 56.3%-53.8pp | 67.5%-64.9pp | 67.6%-65.1pp |
| Annual return | 12.96% | 21.66%-8.7pp | 66.38%-53.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $106 | $3,110-96.6% | $4,519-97.7% | $4,296-97.5% |
| Admin fee / account holder | $868 | $4,980-82.6% | $6,149-85.9% | $6,918-87.5% |