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 6-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 | $30,931 | $117,841-73.8% | $102,423-69.8% | $145,922-78.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 9.28% | 31.65%-22.4pp | 29.32%-20.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $1,166 | $3,615-67.7% | $3,023-61.4% | $4,660-75.0% |
| Participant deferral / active EE | $1,458 | $5,731-74.6% | $5,053-71.2% | $6,688-78.2% |
| Admin fee / account holder | $6,012 | $13,326-54.9% | $9,451-36.4% | $13,397-55.1% |