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 3-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 | $27,508 | $88,751-69.0% | $81,812-66.4% | $145,922-81.1% |
| Participation rate | 31.6% | 75.0%-43.5pp | 72.3%-40.8pp | 80.3%-48.7pp |
| Annual return | 12.38% | 1025.40%-1013.0pp | 773.79%-761.4pp | 561.29%-548.9pp |
| Employer contribution / active EE | $415 | $3,083-86.5% | $2,912-85.7% | $4,660-91.1% |
| Participant deferral / active EE | $505 | $4,643-89.1% | $4,319-88.3% | $6,688-92.5% |
| Admin fee / account holder | $328 | $8,415-96.1% | $7,386-95.6% | $13,397-97.6% |