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 | $41,524 | $61,272-32.2% | $149,673-72.3% | $71,457-41.9% |
| Participation rate | 10.4% | 62.5%-52.1pp | 78.8%-68.3pp | 67.9%-57.5pp |
| Annual return | 39.08% | 35.85%+3.2pp | 134.42%-95.3pp | 28.85%+10.2pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $695 | $2,917-76.2% | $5,680-87.8% | $4,289-83.8% |
| Admin fee / account holder | $6,295 | $1,261+399.1% | $13,210-52.3% | $1,587+296.6% |