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 | $11,832 | $100,852-88.3% | $90,404-86.9% | $158,922-92.6% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.7%-29.8pp | 82.0%-39.1pp |
| Annual return | 18.00% | 1724.20%-1706.2pp | 1293.02%-1275.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $390 | $3,689-89.4% | $3,262-88.1% | $4,761-91.8% |
| Participant deferral / active EE | $640 | $4,348-85.3% | $3,963-83.9% | $5,982-89.3% |
| Admin fee / account holder | $336 | $6,501-94.8% | $5,611-94.0% | $11,246-97.0% |