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 5-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 | $39,883 | $105,181-62.1% | $159,436-75.0% | $85,850-53.5% |
| Participation rate | 16.7% | 75.8%-59.1pp | 82.8%-66.2pp | 69.3%-52.6pp |
| Annual return | 13.54% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,330 | $3,318-59.9% | $4,829-72.5% | $2,565-48.1% |
| Participant deferral / active EE | $1,959 | $5,945-67.0% | $7,352-73.4% | $3,952-50.4% |
| Admin fee / account holder | $49,357 | $6,933+611.9% | $10,799+357.1% | $6,260+688.5% |