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 4-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 | $7,544 | $60,022-87.4% | $88,946-91.5% | $84,808-91.1% |
| Participation rate | 20.5% | 57.8%-37.4pp | 68.8%-48.4pp | 68.3%-47.8pp |
| Annual return | 18.78% | 22.43%-3.7pp | 57.82%-39.0pp | 40.90%-22.1pp |
| Employer contribution / active EE | $273 | $1,703-84.0% | $2,555-89.3% | $2,631-89.6% |
| Participant deferral / active EE | $385 | $3,114-87.6% | $4,581-91.6% | $4,212-90.9% |
| Admin fee / account holder | $1,133 | $4,811-76.4% | $8,261-86.3% | $7,344-84.6% |