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 | $40,070 | $59,417-32.6% | $93,606-57.2% | $74,495-46.2% |
| Participation rate | 11.3% | 59.7%-48.4pp | 68.7%-57.4pp | 67.2%-55.9pp |
| Annual return | 16.74% | 81.83%-65.1pp | 133.20%-116.5pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $713 | $1,264-43.5% | $2,420-70.5% | $2,623-72.8% |
| Participant deferral / active EE | $665 | $3,050-78.2% | $4,411-84.9% | $4,346-84.7% |
| Admin fee / account holder | $1,609 | $3,021-46.8% | $8,285-80.6% | $1,942-17.2% |