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 | $56,513 | $102,317-44.8% | $146,958-61.5% | $80,856-30.1% |
| Participation rate | 33.3% | 75.8%-42.5pp | 82.2%-48.8pp | 67.6%-34.3pp |
| Annual return | 13.53% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,515 | $6,644-62.1% | $8,070-68.8% | $4,296-41.4% |
| Admin fee / account holder | $23,436 | $7,941+195.1% | $12,998+80.3% | $6,918+238.8% |