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 | $7,108 | $72,400-90.2% | $67,502-89.5% | $145,922-95.1% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 14.80% | 7182.46%-7167.7pp | 3512.12%-3497.3pp | 561.29%-546.5pp |
| Employer contribution / active EE | $434 | $3,069-85.9% | $2,731-84.1% | $4,660-90.7% |
| Participant deferral / active EE | $521 | $4,783-89.1% | $4,000-87.0% | $6,688-92.2% |
| Admin fee / account holder | $1,176 | $5,539-78.8% | $3,998-70.6% | $13,397-91.2% |