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 | $9,228 | $109,904-91.6% | $97,167-90.5% | $145,959-93.7% |
| Participation rate | 63.6% | 75.9%-12.3pp | 72.7%-9.0pp | 80.3%-16.6pp |
| Annual return | 9.22% | 243.43%-234.2pp | 75.27%-66.0pp | 561.95%-552.7pp |
| Employer contribution / active EE | $518 | $3,084-83.2% | $2,729-81.0% | $4,661-88.9% |
| Participant deferral / active EE | $518 | $4,676-88.9% | $4,264-87.8% | $6,689-92.2% |
| Admin fee / account holder | $3,738 | $6,216-39.9% | $5,650-33.8% | $13,398-72.1% |