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 | $30,531 | $102,382-70.2% | $147,005-79.2% | $80,874-62.2% |
| Participation rate | 56.8% | 75.8%-19.1pp | 82.2%-25.4pp | 67.6%-10.9pp |
| Annual return | 11.85% | 134.89%-123.0pp | 418.76%-406.9pp | 35.62%-23.8pp |
| Employer contribution / active EE | $1,353 | $3,715-63.6% | $4,934-72.6% | $2,756-50.9% |
| Participant deferral / active EE | $2,510 | $6,646-62.2% | $8,070-68.9% | $4,297-41.6% |
| Admin fee / account holder | $2,989 | $7,942-62.4% | $13,006-77.0% | $6,935-56.9% |