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 | $65,336 | $117,859-44.6% | $102,438-36.2% | $145,959-55.2% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 13.98% | 31.72%-17.7pp | 29.37%-15.4pp | 561.95%-548.0pp |
| Employer contribution / active EE | $1,404 | $3,615-61.2% | $3,024-53.6% | $4,661-69.9% |
| Participant deferral / active EE | $1,755 | $5,732-69.4% | $5,054-65.3% | $6,689-73.8% |
| Admin fee / account holder | $996 | $13,318-92.5% | $9,448-89.5% | $13,398-92.6% |