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 | $20,704 | $25,014-17.2% | $69,647-70.3% | $80,856-74.4% |
| Participation rate | 30.3% | 64.2%-33.9pp | 66.5%-36.1pp | 67.6%-37.3pp |
| Annual return | 13.29% | 19.07%-5.8pp | 100.48%-87.2pp | 35.59%-22.3pp |
| Employer contribution / active EE | $469 | $993-52.7% | $1,712-72.6% | $2,755-83.0% |
| Participant deferral / active EE | $698 | $1,839-62.0% | $2,886-75.8% | $4,296-83.7% |
| Admin fee / account holder | $10,506 | $2,488+322.3% | $4,713+122.9% | $6,918+51.9% |