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 | $8,583 | $48,795-82.4% | $65,493-86.9% | $84,808-89.9% |
| Participation rate | 39.5% | 67.0%-27.4pp | 73.1%-33.6pp | 68.3%-28.8pp |
| Annual return | 13.39% | 20.20%-6.8pp | 982.45%-969.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $434 | $2,928-85.2% | $3,961-89.0% | $4,212-89.7% |
| Admin fee / account holder | $2,982 | $3,877-23.1% | $5,028-40.7% | $7,344-59.4% |