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 5-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 | $5,444 | $76,738-92.9% | $56,411-90.3% | $145,922-96.3% |
| Participation rate | 25.0% | 63.2%-38.2pp | 52.5%-27.5pp | 80.3%-55.3pp |
| Annual return | 5.35% | 2994.23%-2988.9pp | 1701.33%-1696.0pp | 561.29%-555.9pp |
| Employer contribution / active EE | $32 | $1,380-97.7% | $1,039-96.9% | $4,660-99.3% |
| Participant deferral / active EE | $38 | $2,623-98.6% | $1,952-98.1% | $6,688-99.4% |
| Admin fee / account holder | $7,314 | $3,334+119.4% | $2,829+158.6% | $13,397-45.4% |