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 | $17,823 | $180,749-90.1% | $160,784-88.9% | $137,256-87.0% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 15.20% | 2234.46%-2219.3pp | 1803.92%-1788.7pp | 220.34%-205.1pp |
| Employer contribution / active EE | $879 | $4,155-78.9% | $3,733-76.5% | $4,156-78.9% |
| Participant deferral / active EE | $879 | $6,844-87.2% | $6,293-86.0% | $6,407-86.3% |
| Admin fee / account holder | $3,073 | $10,397-70.4% | $9,717-68.4% | $12,270-75.0% |