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 | $99,742 | $67,894+46.9% | $89,340+11.6% | $82,448+21.0% |
| Participation rate | 5.3% | 64.0%-58.8pp | 69.6%-64.3pp | 68.1%-62.8pp |
| Annual return | 16.12% | 19.21%-3.1pp | 20.57%-4.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $555 | $3,072-81.9% | $3,823-85.5% | $4,139-86.6% |
| Admin fee / account holder | $412 | $5,723-92.8% | $6,704-93.9% | $7,234-94.3% |