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 | $18,151 | $111,814-83.8% | $103,374-82.4% | $145,959-87.6% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 31.73% | 24.77%+7.0pp | 24.89%+6.8pp | 561.95%-530.2pp |
| Employer contribution / active EE | $891 | $4,214-78.9% | $3,869-77.0% | $4,661-80.9% |
| Participant deferral / active EE | $229 | $5,618-95.9% | $5,058-95.5% | $6,689-96.6% |
| Admin fee / account holder | $1,145 | $9,754-88.3% | $8,394-86.4% | $13,398-91.5% |