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 | $20,942 | $159,901-86.9% | $146,958-85.7% | $145,922-85.6% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-21.9pp |
| Annual return | 88.78% | 98.13%-9.4pp | 418.34%-329.6pp | 561.29%-472.5pp |
| Employer contribution / active EE | $1,381 | $5,286-73.9% | $4,933-72.0% | $4,660-70.4% |
| Participant deferral / active EE | $1,873 | $8,428-77.8% | $8,070-76.8% | $6,688-72.0% |
| Admin fee / account holder | $1,963 | $15,044-87.0% | $12,998-84.9% | $13,397-85.4% |