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 8-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 | $12,332 | $65,409-81.1% | $98,442-87.5% | $85,850-85.6% |
| Participation rate | 34.0% | 65.0%-31.0pp | 73.3%-39.3pp | 69.3%-35.3pp |
| Annual return | 13.86% | 21.76%-7.9pp | 1492.73%-1478.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $642 | $2,168-70.4% | $2,960-78.3% | $2,565-75.0% |
| Participant deferral / active EE | $750 | $3,166-76.3% | $4,276-82.5% | $3,952-81.0% |
| Admin fee / account holder | $1,642 | $4,593-64.2% | $5,949-72.4% | $6,260-73.8% |