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 6-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 | $8,105 | $26,114-69.0% | $58,482-86.1% | $74,419-89.1% |
| Participation rate | 9.4% | 32.1%-22.7pp | 50.9%-41.4pp | 70.7%-61.3pp |
| Annual return | 23.62% | 32.51%-8.9pp | 4239.32%-4215.7pp | 34.38%-10.8pp |
| Employer contribution / active EE | $83 | $536-84.4% | $1,053-92.1% | $2,637-96.8% |
| Participant deferral / active EE | $261 | $1,075-75.7% | $1,924-86.4% | $4,528-94.2% |
| Admin fee / account holder | $1,657 | $649+155.3% | $2,516-34.1% | $348+376.5% |