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 5-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 | $37,559 | $51,638-27.3% | $68,368-45.1% | $82,448-54.4% |
| Participation rate | 10.6% | 63.6%-53.0pp | 73.8%-63.1pp | 68.1%-57.4pp |
| Annual return | 14.46% | 37.53%-23.1pp | 292.57%-278.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $323 | $2,047-84.2% | $2,649-87.8% | $2,551-87.4% |
| Participant deferral / active EE | $479 | $2,914-83.6% | $4,123-88.4% | $4,139-88.4% |
| Admin fee / account holder | $364 | $4,643-92.2% | $5,150-92.9% | $7,234-95.0% |