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 | $38,340 | $202,432-81.1% | $169,368-77.4% | $139,434-72.5% |
| Participation rate | 39.1% | 81.1%-41.9pp | 77.1%-38.0pp | 80.3%-41.2pp |
| Annual return | 11.48% | 531.74%-520.3pp | 405.60%-394.1pp | 372.94%-361.5pp |
| Employer contribution / active EE | $651 | $4,692-86.1% | $4,013-83.8% | $4,751-86.3% |
| Participant deferral / active EE | $807 | $6,938-88.4% | $6,221-87.0% | $6,710-88.0% |
| Admin fee / account holder | $7,410 | $10,708-30.8% | $9,003-17.7% | $11,403-35.0% |