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 | $15,467 | $77,899-80.1% | $149,673-89.7% | $75,163-79.4% |
| Participation rate | 20.3% | 65.6%-45.3pp | 78.8%-58.5pp | 67.2%-46.9pp |
| Annual return | 23.43% | 31.72%-8.3pp | 134.42%-111.0pp | 160.62%-137.2pp |
| Employer contribution / active EE | $465 | $3,137-85.2% | $4,818-90.4% | $2,670-82.6% |
| Participant deferral / active EE | $778 | $3,411-77.2% | $5,680-86.3% | $4,125-81.1% |
| Admin fee / account holder | $470 | $5,956-92.1% | $13,210-96.4% | $5,651-91.7% |