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 | $18,830 | $95,266-80.2% | $82,389-77.1% | $142,382-86.8% |
| Participation rate | 29.4% | 74.5%-45.1pp | 69.5%-40.1pp | 80.1%-50.7pp |
| Annual return | 16.83% | 25.74%-8.9pp | 28.67%-11.8pp | 217.08%-200.2pp |
| Employer contribution / active EE | $530 | $2,991-82.3% | $2,517-78.9% | $4,299-87.7% |
| Participant deferral / active EE | $775 | $4,809-83.9% | $4,155-81.4% | $6,507-88.1% |
| Admin fee / account holder | $12,424 | $8,563+45.1% | $7,231+71.8% | $12,624-1.6% |