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 | $29,632 | $77,314-61.7% | $177,989-83.4% | $80,856-63.4% |
| Participation rate | 25.5% | 65.7%-40.2pp | 77.1%-51.6pp | 67.6%-42.1pp |
| Annual return | 30.06% | 18.09%+12.0pp | 294.48%-264.4pp | 35.59%-5.5pp |
| Employer contribution / active EE | $564 | $2,292-75.4% | $3,949-85.7% | $2,755-79.5% |
| Participant deferral / active EE | $1,249 | $4,411-71.7% | $6,276-80.1% | $4,296-70.9% |
| Admin fee / account holder | $409 | $7,191-94.3% | $10,363-96.1% | $6,918-94.1% |