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 | $65,481 | $173,345-62.2% | $136,007-51.9% | $145,922-55.1% |
| Participation rate | 60.0% | 80.5%-20.5pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 13.71% | 1163.32%-1149.6pp | 579.32%-565.6pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,181 | $5,278-77.6% | $4,217-72.0% | $4,660-74.7% |
| Participant deferral / active EE | $1,464 | $8,699-83.2% | $7,025-79.2% | $6,688-78.1% |
| Admin fee / account holder | $52,656 | $9,954+429.0% | $6,858+667.8% | $13,397+293.0% |