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 | $25,804 | $102,317-74.8% | $146,958-82.4% | $80,856-68.1% |
| Participation rate | 68.0% | 75.8%-7.8pp | 82.2%-14.2pp | 67.6%+0.4pp |
| Annual return | 13.23% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,186 | $3,713-68.1% | $4,933-76.0% | $2,755-56.9% |
| Participant deferral / active EE | $2,584 | $6,644-61.1% | $8,070-68.0% | $4,296-39.8% |
| Admin fee / account holder | $763 | $7,941-90.4% | $12,998-94.1% | $6,918-89.0% |