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 | $28,627 | $74,927-61.8% | $101,794-71.9% | $84,808-66.2% |
| Participation rate | 31.8% | 61.4%-29.6pp | 69.2%-37.4pp | 68.3%-36.5pp |
| Annual return | 13.22% | 18.70%-5.5pp | 30.53%-17.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $369 | $1,522-75.8% | $2,289-83.9% | $2,631-86.0% |
| Participant deferral / active EE | $529 | $3,099-82.9% | $4,084-87.0% | $4,212-87.4% |
| Admin fee / account holder | $7,081 | $6,514+8.7% | $8,777-19.3% | $7,344-3.6% |