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 4-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 | $27,590 | $74,927-63.2% | $101,794-72.9% | $84,808-67.5% |
| Participation rate | 30.6% | 61.4%-30.8pp | 69.2%-38.6pp | 68.3%-37.8pp |
| Annual return | 93.46% | 18.70%+74.8pp | 30.53%+62.9pp | 40.90%+52.6pp |
| Employer contribution / active EE | $644 | $1,522-57.7% | $2,289-71.8% | $2,631-75.5% |
| Participant deferral / active EE | $1,108 | $3,099-64.3% | $4,084-72.9% | $4,212-73.7% |
| Admin fee / account holder | $380 | $6,514-94.2% | $8,777-95.7% | $7,344-94.8% |