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 | $30,345 | $159,901-81.0% | $146,958-79.4% | $145,922-79.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.85% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,480 | $5,286-72.0% | $4,933-70.0% | $4,660-68.2% |
| Participant deferral / active EE | $1,480 | $8,428-82.4% | $8,070-81.7% | $6,688-77.9% |
| Admin fee / account holder | $192,768 | $15,044+1181.4% | $12,998+1383.0% | $13,397+1338.9% |