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 | $41,531 | $83,902-50.5% | $167,512-75.2% | $84,808-51.0% |
| Participation rate | 59.3% | 66.5%-7.2pp | 77.1%-17.8pp | 68.3%-9.1pp |
| Annual return | 17.36% | 91.55%-74.2pp | 1615.79%-1598.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $621 | $2,264-72.6% | $3,882-84.0% | $2,631-76.4% |
| Participant deferral / active EE | $913 | $4,442-79.4% | $6,405-85.7% | $4,212-78.3% |
| Admin fee / account holder | $370 | $7,915-95.3% | $9,769-96.2% | $7,344-95.0% |