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 | $9,329 | $80,717-88.4% | $154,803-94.0% | $84,808-89.0% |
| Participation rate | 40.2% | 66.8%-26.6pp | 78.1%-37.9pp | 68.3%-28.1pp |
| Annual return | 20.65% | 37.96%-17.3pp | 58.88%-38.2pp | 40.90%-20.2pp |
| Employer contribution / active EE | $403 | $2,761-85.4% | $4,305-90.6% | $2,631-84.7% |
| Participant deferral / active EE | $833 | $3,303-74.8% | $5,540-85.0% | $4,212-80.2% |
| Admin fee / account holder | $387 | $6,746-94.3% | $14,329-97.3% | $7,344-94.7% |