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 6-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 | $28,290 | $59,417-52.4% | $93,606-69.8% | $74,495-62.0% |
| Participation rate | 12.0% | 59.7%-47.7pp | 68.7%-56.7pp | 67.2%-55.2pp |
| Annual return | 15.54% | 81.83%-66.3pp | 133.20%-117.7pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $424 | $1,264-66.4% | $2,420-82.5% | $2,623-83.8% |
| Participant deferral / active EE | $594 | $3,050-80.5% | $4,411-86.5% | $4,346-86.3% |
| Admin fee / account holder | $838 | $3,021-72.3% | $8,285-89.9% | $1,942-56.8% |