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 3-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 | $20,421 | $81,248-74.9% | $155,509-86.9% | $80,856-74.7% |
| Participation rate | 48.8% | 66.2%-17.4pp | 78.2%-29.4pp | 67.6%-18.9pp |
| Annual return | 16.54% | 33.31%-16.8pp | 64.67%-48.1pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,781 | $3,100-42.6% | $4,672-61.9% | $2,755-35.4% |
| Participant deferral / active EE | $895 | $3,452-74.1% | $5,626-84.1% | $4,296-79.2% |
| Admin fee / account holder | $915 | $7,997-88.6% | $15,912-94.3% | $6,918-86.8% |