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 | $20,363 | $95,266-78.6% | $82,389-75.3% | $142,382-85.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 17.23% | 25.74%-8.5pp | 28.67%-11.4pp | 217.08%-199.8pp |
| Employer contribution / active EE | $679 | $2,991-77.3% | $2,517-73.0% | $4,299-84.2% |
| Participant deferral / active EE | $972 | $4,809-79.8% | $4,155-76.6% | $6,507-85.1% |
| Admin fee / account holder | $4,482 | $8,563-47.7% | $7,231-38.0% | $12,624-64.5% |