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 | $14,801 | $111,754-86.8% | $103,333-85.7% | $145,922-89.9% |
| Participation rate | 38.9% | 77.9%-39.0pp | 74.5%-35.6pp | 80.3%-41.4pp |
| Annual return | 19.12% | 24.77%-5.6pp | 24.88%-5.8pp | 561.29%-542.2pp |
| Employer contribution / active EE | $1,006 | $4,212-76.1% | $3,868-74.0% | $4,660-78.4% |
| Participant deferral / active EE | $1,227 | $5,619-78.2% | $5,057-75.7% | $6,688-81.6% |
| Admin fee / account holder | $2,461 | $9,750-74.8% | $8,355-70.5% | $13,397-81.6% |