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 | $33,606 | $62,146-45.9% | $81,438-58.7% | $74,546-54.9% |
| Participation rate | 15.8% | 64.1%-48.3pp | 69.5%-53.7pp | 67.2%-51.4pp |
| Annual return | 12.07% | 16.49%-4.4pp | 24.74%-12.7pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $673 | $1,883-64.3% | $2,460-72.7% | $2,624-74.4% |
| Participant deferral / active EE | $1,230 | $3,229-61.9% | $3,883-68.3% | $4,347-71.7% |
| Admin fee / account holder | $3,639 | $1,922+89.3% | $5,764-36.9% | $1,944+87.2% |