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 | $19,717 | $77,899-74.7% | $149,673-86.8% | $75,163-73.8% |
| Participation rate | 46.9% | 65.6%-18.7pp | 78.8%-31.9pp | 67.2%-20.3pp |
| Annual return | 15.15% | 31.72%-16.6pp | 134.42%-119.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $514 | $3,137-83.6% | $4,818-89.3% | $2,670-80.7% |
| Participant deferral / active EE | $866 | $3,411-74.6% | $5,680-84.8% | $4,125-79.0% |
| Admin fee / account holder | $2,099 | $5,956-64.8% | $13,210-84.1% | $5,651-62.9% |