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 | $40,575 | $96,128-57.8% | $136,007-70.2% | $80,856-49.8% |
| Participation rate | 28.1% | 71.2%-43.2pp | 76.5%-48.4pp | 67.6%-39.5pp |
| Annual return | 14.06% | 28.71%-14.6pp | 579.32%-565.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $753 | $3,351-77.5% | $4,217-82.1% | $2,755-72.7% |
| Participant deferral / active EE | $1,547 | $5,709-72.9% | $7,025-78.0% | $4,296-64.0% |
| Admin fee / account holder | $428 | $8,236-94.8% | $6,858-93.8% | $6,918-93.8% |