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 3-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 | $8,345 | $100,773-91.7% | $88,946-90.6% | $142,382-94.1% |
| Participation rate | 21.4% | 74.3%-52.9pp | 68.8%-47.4pp | 80.1%-58.7pp |
| Annual return | 22.37% | 70.18%-47.8pp | 57.82%-35.5pp | 217.08%-194.7pp |
| Employer contribution / active EE | $361 | $2,918-87.6% | $2,555-85.9% | $4,299-91.6% |
| Participant deferral / active EE | $499 | $5,230-90.5% | $4,581-89.1% | $6,507-92.3% |
| Admin fee / account holder | $4,016 | $9,693-58.6% | $8,261-51.4% | $12,624-68.2% |