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 | $27,480 | $59,417-53.8% | $93,606-70.6% | $74,495-63.1% |
| Participation rate | 30.2% | 59.7%-29.5pp | 68.7%-38.5pp | 67.2%-37.0pp |
| Annual return | 21.84% | 81.83%-60.0pp | 133.20%-111.4pp | 1364.94%-1343.1pp |
| Employer contribution / active EE | $502 | $1,264-60.3% | $2,420-79.3% | $2,623-80.9% |
| Participant deferral / active EE | $1,317 | $3,050-56.8% | $4,411-70.1% | $4,346-69.7% |
| Admin fee / account holder | $1,030 | $3,021-65.9% | $8,285-87.6% | $1,942-47.0% |