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 4-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 | $29,439 | $58,208-49.4% | $81,812-64.0% | $80,856-63.6% |
| Participation rate | 16.7% | 63.4%-46.7pp | 72.3%-55.7pp | 67.6%-51.0pp |
| Annual return | 13.83% | 41.66%-27.8pp | 773.79%-760.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $340 | $3,281-89.7% | $4,319-92.1% | $4,296-92.1% |
| Admin fee / account holder | $531 | $4,981-89.3% | $7,386-92.8% | $6,918-92.3% |