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 3-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 | $25,075 | $102,317-75.5% | $146,958-82.9% | $80,856-69.0% |
| Participation rate | 23.1% | 75.8%-52.8pp | 82.2%-59.1pp | 67.6%-44.6pp |
| Annual return | 49.36% | 134.76%-85.4pp | 418.34%-369.0pp | 35.59%+13.8pp |
| Employer contribution / active EE | $2,504 | $3,713-32.6% | $4,933-49.2% | $2,755-9.1% |
| Participant deferral / active EE | $64 | $6,644-99.0% | $8,070-99.2% | $4,296-98.5% |
| Admin fee / account holder | $310 | $7,941-96.1% | $12,998-97.6% | $6,918-95.5% |