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 6-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 | $31,705 | $96,635-67.2% | $86,612-63.4% | $139,434-77.3% |
| Participation rate | 28.6% | 74.4%-45.8pp | 71.7%-43.1pp | 80.3%-51.7pp |
| Annual return | 14.17% | 106.41%-92.2pp | 591.07%-576.9pp | 372.94%-358.8pp |
| Employer contribution / active EE | $340 | $3,263-89.6% | $3,022-88.8% | $4,751-92.8% |
| Participant deferral / active EE | $395 | $4,836-91.8% | $4,438-91.1% | $6,710-94.1% |
| Admin fee / account holder | $6,181 | $6,408-3.5% | $5,614+10.1% | $11,403-45.8% |