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 | $26,315 | $65,561-59.9% | $86,188-69.5% | $75,163-65.0% |
| Participation rate | 38.2% | 60.5%-22.3pp | 69.0%-30.8pp | 67.2%-29.0pp |
| Annual return | 17.37% | 46.05%-28.7pp | 1168.45%-1151.1pp | 160.62%-143.2pp |
| Employer contribution / active EE | $572 | $1,553-63.2% | $2,380-76.0% | $2,670-78.6% |
| Participant deferral / active EE | $898 | $3,024-70.3% | $3,985-77.5% | $4,125-78.2% |
| Admin fee / account holder | $593 | $5,474-89.2% | $6,852-91.3% | $5,651-89.5% |