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 | $22,533 | $148,534-84.8% | $135,903-83.4% | $139,434-83.8% |
| Participation rate | 56.5% | 83.9%-27.3pp | 81.9%-25.4pp | 80.3%-23.8pp |
| Annual return | 24.39% | 79.19%-54.8pp | 68.23%-43.8pp | 372.94%-348.6pp |
| Employer contribution / active EE | $1,103 | $5,243-79.0% | $4,856-77.3% | $4,751-76.8% |
| Participant deferral / active EE | $2,319 | $8,100-71.4% | $7,758-70.1% | $6,710-65.4% |
| Admin fee / account holder | $424 | $12,400-96.6% | $10,762-96.1% | $11,403-96.3% |