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 10-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 | $53,692 | $106,115-49.4% | $85,969-37.5% | $125,391-57.2% |
| Participation rate | 33.3% | 84.1%-50.7pp | 76.5%-43.2pp | 83.2%-49.9pp |
| Annual return | 0.79% | 13.93%-13.1pp | 9.32%-8.5pp | 282.22%-281.4pp |
| Employer contribution / active EE | $4,518 | $4,537-0.4% | $3,474+30.0% | $4,866-7.2% |
| Participant deferral / active EE | $958 | $4,859-80.3% | $3,829-75.0% | $5,352-82.1% |
| Admin fee / account holder | $1,599 | $8,144-80.4% | $6,053-73.6% | $9,540-83.2% |