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 | $32,251 | $60,124-46.4% | $90,404-64.3% | $79,858-59.6% |
| Participation rate | 24.1% | 65.0%-40.8pp | 72.7%-48.5pp | 69.6%-45.5pp |
| Annual return | 14.82% | 71.94%-57.1pp | 1293.02%-1278.2pp | 31.71%-16.9pp |
| Employer contribution / active EE | $378 | $2,068-81.7% | $3,262-88.4% | $2,471-84.7% |
| Participant deferral / active EE | $447 | $2,938-84.8% | $3,963-88.7% | $3,740-88.0% |
| Admin fee / account holder | $2,964 | $3,976-25.5% | $5,611-47.2% | $5,306-44.1% |