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 | $19,799 | $117,983-83.2% | $101,794-80.5% | $142,382-86.1% |
| Participation rate | 42.1% | 74.2%-32.1pp | 69.2%-27.1pp | 80.1%-38.0pp |
| Annual return | 10.47% | 36.92%-26.4pp | 30.53%-20.1pp | 217.08%-206.6pp |
| Employer contribution / active EE | $559 | $2,773-79.8% | $2,289-75.6% | $4,299-87.0% |
| Participant deferral / active EE | $1,001 | $4,714-78.8% | $4,084-75.5% | $6,507-84.6% |
| Admin fee / account holder | $8,159 | $10,433-21.8% | $8,777-7.0% | $12,624-35.4% |