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 | $18,550 | $117,983-84.3% | $101,794-81.8% | $142,382-87.0% |
| Participation rate | 12.5% | 74.2%-61.7pp | 69.2%-56.7pp | 80.1%-67.6pp |
| Annual return | 19.88% | 36.92%-17.0pp | 30.53%-10.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $527 | $2,773-81.0% | $2,289-77.0% | $4,299-87.7% |
| Participant deferral / active EE | $900 | $4,714-80.9% | $4,084-78.0% | $6,507-86.2% |
| Admin fee / account holder | $7,545 | $10,433-27.7% | $8,777-14.0% | $12,624-40.2% |