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 | $59,402-32.5% | $93,654-57.2% | $74,546-46.2% |
| Participation rate | 11.3% | 59.7%-48.4pp | 68.7%-57.4pp | 67.2%-55.9pp |
| Annual return | 16.74% | 81.86%-65.1pp | 133.34%-116.6pp | 1366.03%-1349.3pp |
| Employer contribution / active EE | $713 | $1,265-43.6% | $2,421-70.5% | $2,624-72.8% |
| Participant deferral / active EE | $665 | $3,049-78.2% | $4,413-84.9% | $4,347-84.7% |
| Admin fee / account holder | $1,609 | $3,023-46.8% | $8,282-80.6% | $1,944-17.2% |