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 | $53,159 | $111,814-52.5% | $93,654-43.2% | $145,959-63.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 14.00% | 203.30%-189.3pp | 133.34%-119.3pp | 561.95%-547.9pp |
| Employer contribution / active EE | $774 | $3,092-75.0% | $2,421-68.0% | $4,661-83.4% |
| Participant deferral / active EE | $774 | $4,914-84.3% | $4,413-82.5% | $6,689-88.4% |
| Admin fee / account holder | $16,021 | $10,246+56.4% | $8,282+93.4% | $13,398+19.6% |