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 8-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 | $12,813 | $48,795-73.7% | $65,493-80.4% | $84,808-84.9% |
| Participation rate | 36.0% | 67.0%-30.9pp | 73.1%-37.0pp | 68.3%-32.3pp |
| Annual return | 15.36% | 20.20%-4.8pp | 982.45%-967.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $392 | $1,930-79.7% | $2,574-84.8% | $2,631-85.1% |
| Participant deferral / active EE | $708 | $2,928-75.8% | $3,961-82.1% | $4,212-83.2% |
| Admin fee / account holder | $2,450 | $3,877-36.8% | $5,028-51.3% | $7,344-66.6% |