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 | $30,358 | $65,409-53.6% | $98,442-69.2% | $85,850-64.6% |
| Participation rate | 41.8% | 65.0%-23.2pp | 73.3%-31.5pp | 69.3%-27.5pp |
| Annual return | 11.82% | 21.76%-9.9pp | 1492.73%-1480.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $354 | $2,168-83.7% | $2,960-88.0% | $2,565-86.2% |
| Participant deferral / active EE | $866 | $3,166-72.7% | $4,276-79.7% | $3,952-78.1% |
| Admin fee / account holder | $463 | $4,593-89.9% | $5,949-92.2% | $6,260-92.6% |