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 | $12,703 | $100,970-87.4% | $96,576-86.8% | $137,256-90.7% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 16.88% | 38.16%-21.3pp | 38.47%-21.6pp | 220.34%-203.5pp |
| Employer contribution / active EE | $489 | $3,809-87.2% | $3,553-86.3% | $4,156-88.2% |
| Participant deferral / active EE | $612 | $8,286-92.6% | $7,956-92.3% | $6,407-90.4% |
| Admin fee / account holder | $594 | $11,312-94.7% | $11,381-94.8% | $12,270-95.2% |