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 3-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 | $28,062 | $100,773-72.2% | $88,946-68.5% | $142,382-80.3% |
| Participation rate | 13.3% | 74.3%-61.0pp | 68.8%-55.5pp | 80.1%-66.8pp |
| Annual return | 13.18% | 70.18%-57.0pp | 57.82%-44.6pp | 217.08%-203.9pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $258 | $5,230-95.1% | $4,581-94.4% | $6,507-96.0% |
| Admin fee / account holder | $8,600 | $9,693-11.3% | $8,261+4.1% | $12,624-31.9% |