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 | $12,989 | $56,060-76.8% | $76,002-82.9% | $80,874-83.9% |
| Participation rate | 34.1% | 62.0%-27.9pp | 69.1%-34.9pp | 67.6%-33.5pp |
| Annual return | 12.61% | 20.54%-7.9pp | 360.07%-347.5pp | 35.62%-23.0pp |
| Employer contribution / active EE | $670 | $1,873-64.2% | $2,688-75.1% | $2,756-75.7% |
| Participant deferral / active EE | $1,016 | $3,051-66.7% | $4,257-76.1% | $4,297-76.4% |
| Admin fee / account holder | $2,051 | $5,237-60.8% | $6,414-68.0% | $6,935-70.4% |