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 | $14,838 | $111,814-86.7% | $103,374-85.6% | $145,959-89.8% |
| Participation rate | 14.3% | 77.9%-63.7pp | 74.5%-60.2pp | 80.3%-66.0pp |
| Annual return | 14.32% | 24.77%-10.4pp | 24.89%-10.6pp | 561.95%-547.6pp |
| Employer contribution / active EE | $1,136 | $4,214-73.0% | $3,869-70.6% | $4,661-75.6% |
| Participant deferral / active EE | $1,136 | $5,618-79.8% | $5,058-77.5% | $6,689-83.0% |
| Admin fee / account holder | $33,640 | $9,754+244.9% | $8,394+300.8% | $13,398+151.1% |