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 3-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 | $15,479 | $111,814-86.2% | $103,374-85.0% | $145,959-89.4% |
| Participation rate | 23.8% | 77.9%-54.1pp | 74.5%-50.7pp | 80.3%-56.5pp |
| Annual return | 15.55% | 24.77%-9.2pp | 24.89%-9.3pp | 561.95%-546.4pp |
| Employer contribution / active EE | $863 | $4,214-79.5% | $3,869-77.7% | $4,661-81.5% |
| Participant deferral / active EE | $1,099 | $5,618-80.4% | $5,058-78.3% | $6,689-83.6% |
| Admin fee / account holder | $573 | $9,754-94.1% | $8,394-93.2% | $13,398-95.7% |