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 | $42,595 | $109,881-61.2% | $150,045-71.6% | $84,808-49.8% |
| Participation rate | 24.0% | 76.1%-52.1pp | 82.3%-58.3pp | 68.3%-44.3pp |
| Annual return | 19.98% | 28.25%-8.3pp | 62.55%-42.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,827 | $3,561-20.6% | $4,693-39.8% | $2,631+7.4% |
| Participant deferral / active EE | $175 | $6,636-97.4% | $7,997-97.8% | $4,212-95.8% |
| Admin fee / account holder | $462 | $8,568-94.6% | $13,435-96.6% | $7,344-93.7% |