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 | $40,215 | $158,398-74.6% | $126,539-68.2% | $142,382-71.8% |
| Participation rate | 12.5% | 75.8%-63.3pp | 69.8%-57.3pp | 80.1%-67.6pp |
| Annual return | 19.22% | 593.76%-574.5pp | 425.95%-406.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $827 | $4,650-82.2% | $3,674-77.5% | $4,299-80.8% |
| Participant deferral / active EE | $323 | $4,767-93.2% | $4,083-92.1% | $6,507-95.0% |
| Admin fee / account holder | $4,379 | $6,918-36.7% | $6,065-27.8% | $12,624-65.3% |