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 3-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 | $55,775 | $88,083-36.7% | $164,813-66.2% | $74,495-25.1% |
| Participation rate | 65.8% | 73.0%-7.2pp | 78.6%-12.8pp | 67.2%-1.4pp |
| Annual return | 11.58% | 17.26%-5.7pp | 69.93%-58.4pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,102 | $2,593-57.5% | $4,341-74.6% | $2,623-58.0% |
| Participant deferral / active EE | $1,897 | $4,498-57.8% | $6,031-68.5% | $4,346-56.3% |
| Admin fee / account holder | $8,170 | $2,234+265.8% | $12,690-35.6% | $1,942+320.8% |