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 | $19,058 | $154,228-87.6% | $145,433-86.9% | $137,256-86.1% |
| Participation rate | 35.3% | 83.8%-48.5pp | 82.1%-46.8pp | 80.0%-44.7pp |
| Annual return | 22.06% | 74.59%-52.5pp | 66.58%-44.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $1,023 | $4,804-78.7% | $4,554-77.5% | $4,156-75.4% |
| Participant deferral / active EE | $1,632 | $8,216-80.1% | $7,897-79.3% | $6,407-74.5% |
| Admin fee / account holder | $1,375 | $14,344-90.4% | $13,129-89.5% | $12,270-88.8% |