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 | $15,785 | $59,623-73.5% | $95,585-83.5% | $85,563-81.6% |
| Participation rate | 7.9% | 57.2%-49.4pp | 72.1%-64.2pp | 66.0%-58.1pp |
| Annual return | 17.75% | 18.22%-0.5pp | 38.56%-20.8pp | 31.51%-13.8pp |
| Employer contribution / active EE | $0 | $1,669-100.0% | $2,527-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $438 | $3,357-86.9% | $4,023-89.1% | $4,375-90.0% |
| Admin fee / account holder | $570 | $650-12.4% | $6,127-90.7% | $834-31.7% |