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 | $58,001 | $88,672-34.6% | $105,223-44.9% | $82,448-29.7% |
| Participation rate | 16.1% | 67.9%-51.8pp | 75.0%-59.0pp | 68.1%-52.0pp |
| Annual return | 21.52% | 30.86%-9.3pp | 180.65%-159.1pp | 41.64%-20.1pp |
| Employer contribution / active EE | $903 | $3,048-70.4% | $3,689-75.5% | $2,551-64.6% |
| Participant deferral / active EE | $1,652 | $4,036-59.1% | $5,072-67.4% | $4,139-60.1% |
| Admin fee / account holder | $6,355 | $7,146-11.1% | $8,859-28.3% | $7,234-12.2% |