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 | $29,549 | $102,317-71.1% | $146,958-79.9% | $80,856-63.5% |
| Participation rate | 34.0% | 75.8%-41.9pp | 82.2%-48.2pp | 67.6%-33.7pp |
| Annual return | 12.51% | 134.76%-122.3pp | 418.34%-405.8pp | 35.59%-23.1pp |
| Employer contribution / active EE | $870 | $3,713-76.6% | $4,933-82.4% | $2,755-68.4% |
| Participant deferral / active EE | $2,052 | $6,644-69.1% | $8,070-74.6% | $4,296-52.2% |
| Admin fee / account holder | $396 | $7,941-95.0% | $12,998-97.0% | $6,918-94.3% |