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 6-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 | $35,424 | $62,624-43.4% | $177,989-80.1% | $77,643-54.4% |
| Participation rate | 17.8% | 66.8%-49.1pp | 77.1%-59.3pp | 70.6%-52.8pp |
| Annual return | 33.02% | 16.16%+16.9pp | 294.48%-261.5pp | 31.24%+1.8pp |
| Employer contribution / active EE | $735 | $1,909-61.5% | $3,949-81.4% | $2,726-73.0% |
| Participant deferral / active EE | $1,292 | $4,219-69.4% | $6,276-79.4% | $4,647-72.2% |
| Admin fee / account holder | $4,960 | $386+1185.7% | $10,363-52.1% | $430+1052.5% |