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 5-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 | $12,211 | $107,452-88.6% | $91,541-86.7% | $142,382-91.4% |
| Participation rate | 30.8% | 75.1%-44.3pp | 69.8%-39.0pp | 80.1%-49.4pp |
| Annual return | 13.38% | 22.06%-8.7pp | 20.50%-7.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $427 | $2,994-85.8% | $2,505-83.0% | $4,299-90.1% |
| Participant deferral / active EE | $506 | $4,754-89.4% | $4,008-87.4% | $6,507-92.2% |
| Admin fee / account holder | $5,193 | $8,834-41.2% | $6,956-25.3% | $12,624-58.9% |