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 5-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 | $23,881 | $73,360-67.4% | $177,989-86.6% | $74,495-67.9% |
| Participation rate | 25.5% | 66.6%-41.1pp | 77.1%-51.6pp | 67.2%-41.7pp |
| Annual return | 13.61% | 17.49%-3.9pp | 294.48%-280.9pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $776 | $2,216-65.0% | $3,949-80.3% | $2,623-70.4% |
| Participant deferral / active EE | $1,725 | $4,513-61.8% | $6,276-72.5% | $4,346-60.3% |
| Admin fee / account holder | $5,452 | $1,808+201.6% | $10,363-47.4% | $1,942+180.8% |