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 | $8,138 | $60,892-86.6% | $82,389-90.1% | $84,808-90.4% |
| Participation rate | 7.9% | 63.3%-55.4pp | 69.5%-61.7pp | 68.3%-60.4pp |
| Annual return | 18.35% | 37.29%-18.9pp | 28.67%-10.3pp | 40.90%-22.5pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $242 | $3,179-92.4% | $4,155-94.2% | $4,212-94.3% |
| Admin fee / account holder | $3,688 | $5,467-32.6% | $7,231-49.0% | $7,344-49.8% |