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 | $68,719+45.1% | $91,541+9.0% | $84,808+17.6% |
| Participation rate | 5.3% | 64.5%-59.2pp | 69.8%-64.5pp | 68.3%-63.0pp |
| Annual return | 16.12% | 19.12%-3.0pp | 20.50%-4.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $555 | $3,136-82.3% | $4,008-86.1% | $4,212-86.8% |
| Admin fee / account holder | $412 | $5,786-92.9% | $6,956-94.1% | $7,344-94.4% |