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 | $39,037 | $106,515-63.4% | $96,683-59.6% | $139,434-72.0% |
| Participation rate | 27.8% | 77.8%-50.1pp | 74.3%-46.6pp | 80.3%-52.5pp |
| Annual return | 18.24% | 38.43%-20.2pp | 35.69%-17.5pp | 372.94%-354.7pp |
| Employer contribution / active EE | $873 | $4,103-78.7% | $3,737-76.6% | $4,751-81.6% |
| Participant deferral / active EE | $1,277 | $5,454-76.6% | $4,878-73.8% | $6,710-81.0% |
| Admin fee / account holder | $479 | $7,877-93.9% | $6,730-92.9% | $11,403-95.8% |