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 | $51,792 | $111,754-53.7% | $103,333-49.9% | $145,922-64.5% |
| Participation rate | 27.8% | 77.9%-50.2pp | 74.5%-46.7pp | 80.3%-52.5pp |
| Annual return | 10.29% | 24.77%-14.5pp | 24.88%-14.6pp | 561.29%-551.0pp |
| Employer contribution / active EE | $997 | $4,212-76.3% | $3,868-74.2% | $4,660-78.6% |
| Participant deferral / active EE | $1,431 | $5,619-74.5% | $5,057-71.7% | $6,688-78.6% |
| Admin fee / account holder | $683 | $9,750-93.0% | $8,355-91.8% | $13,397-94.9% |