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 | $13,119 | $180,749-92.7% | $160,784-91.8% | $137,256-90.4% |
| Participation rate | 54.5% | 80.0%-25.4pp | 77.0%-22.4pp | 80.0%-25.4pp |
| Annual return | 23.67% | 2234.46%-2210.8pp | 1803.92%-1780.2pp | 220.34%-196.7pp |
| Employer contribution / active EE | $810 | $4,155-80.5% | $3,733-78.3% | $4,156-80.5% |
| Participant deferral / active EE | $986 | $6,844-85.6% | $6,293-84.3% | $6,407-84.6% |
| Admin fee / account holder | $644 | $10,397-93.8% | $9,717-93.4% | $12,270-94.8% |