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 | $36,730 | $159,602-77.0% | $150,045-75.5% | $142,382-74.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 12.40% | 70.24%-57.8pp | 62.55%-50.1pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,028 | $4,961-59.1% | $4,693-56.8% | $4,299-52.8% |
| Participant deferral / active EE | $2,120 | $8,310-74.5% | $7,997-73.5% | $6,507-67.4% |
| Admin fee / account holder | $9,503 | $14,846-36.0% | $13,435-29.3% | $12,624-24.7% |