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 | $16,181 | $114,381-85.9% | $107,525-85.0% | $142,382-88.6% |
| Participation rate | 27.3% | 78.1%-50.9pp | 75.1%-47.8pp | 80.1%-52.8pp |
| Annual return | 17.37% | 242.71%-225.3pp | 181.32%-164.0pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,201 | $4,015-70.1% | $3,754-68.0% | $4,299-72.1% |
| Participant deferral / active EE | $1,487 | $5,564-73.3% | $5,116-70.9% | $6,507-77.2% |
| Admin fee / account holder | $1,983 | $9,860-79.9% | $8,919-77.8% | $12,624-84.3% |