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 | $15,339 | $99,918-84.6% | $81,382-81.2% | $145,922-89.5% |
| Participation rate | 21.4% | 74.2%-52.7pp | 69.5%-48.1pp | 80.3%-58.8pp |
| Annual return | 7.94% | 34.32%-26.4pp | 24.73%-16.8pp | 561.29%-553.3pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $761 | $4,605-83.5% | $3,883-80.4% | $6,688-88.6% |
| Admin fee / account holder | $12,728 | $8,212+55.0% | $5,768+120.6% | $13,397-5.0% |