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 | $60,396 | $89,753-32.7% | $107,525-43.8% | $84,808-28.8% |
| Participation rate | 40.7% | 68.1%-27.3pp | 75.1%-34.3pp | 68.3%-27.6pp |
| Annual return | 17.35% | 29.48%-12.1pp | 181.32%-164.0pp | 40.90%-23.5pp |
| Employer contribution / active EE | $5,983 | $3,113+92.2% | $3,754+59.4% | $2,631+127.4% |
| Participant deferral / active EE | $540 | $4,056-86.7% | $5,116-89.4% | $4,212-87.2% |
| Admin fee / account holder | $11,571 | $7,222+60.2% | $8,919+29.7% | $7,344+57.6% |