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 7-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 | $8,382 | $104,974-92.0% | $95,585-91.2% | $142,382-94.1% |
| Participation rate | 45.5% | 75.0%-29.5pp | 72.1%-26.6pp | 80.1%-34.7pp |
| Annual return | 16.95% | 210.33%-193.4pp | 38.56%-21.6pp | 217.08%-200.1pp |
| Employer contribution / active EE | $610 | $2,779-78.0% | $2,527-75.8% | $4,299-85.8% |
| Participant deferral / active EE | $636 | $4,352-85.4% | $4,023-84.2% | $6,507-90.2% |
| Admin fee / account holder | $3,718 | $6,386-41.8% | $6,127-39.3% | $12,624-70.5% |