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 | $41,892 | $86,944-51.8% | $107,525-61.0% | $74,304-43.6% |
| Participation rate | 26.3% | 59.6%-33.3pp | 75.1%-48.8pp | 60.3%-34.1pp |
| Annual return | 17.34% | 23.52%-6.2pp | 181.32%-164.0pp | 29.43%-12.1pp |
| Employer contribution / active EE | $853 | $2,757-69.0% | $3,754-77.3% | $2,241-61.9% |
| Participant deferral / active EE | $1,512 | $3,554-57.4% | $5,116-70.4% | $3,767-59.9% |
| Admin fee / account holder | $2,724 | $3,727-26.9% | $8,919-69.5% | $2,969-8.3% |