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 | $34,090 | $95,266-64.2% | $82,389-58.6% | $142,382-76.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.5%-2.9pp | 80.1%-13.5pp |
| Annual return | 18.90% | 25.74%-6.8pp | 28.67%-9.8pp | 217.08%-198.2pp |
| Employer contribution / active EE | $4,435 | $2,991+48.3% | $2,517+76.2% | $4,299+3.2% |
| Participant deferral / active EE | $130 | $4,809-97.3% | $4,155-96.9% | $6,507-98.0% |
| Admin fee / account holder | $1,129 | $8,563-86.8% | $7,231-84.4% | $12,624-91.1% |