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 | $4,537 | $104,974-95.7% | $95,585-95.3% | $142,382-96.8% |
| Participation rate | 21.7% | 75.0%-53.2pp | 72.1%-50.3pp | 80.1%-58.4pp |
| Annual return | 15.71% | 210.33%-194.6pp | 38.56%-22.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $263 | $4,352-94.0% | $4,023-93.5% | $6,507-96.0% |
| Admin fee / account holder | $1,004 | $6,386-84.3% | $6,127-83.6% | $12,624-92.0% |