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 7-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 | $25,115 | $89,753-72.0% | $107,525-76.6% | $84,808-70.4% |
| Participation rate | 68.9% | 68.1%+0.8pp | 75.1%-6.2pp | 68.3%+0.6pp |
| Annual return | 14.31% | 29.48%-15.2pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,965 | $3,113+27.4% | $3,754+5.6% | $2,631+50.7% |
| Participant deferral / active EE | $131 | $4,056-96.8% | $5,116-97.4% | $4,212-96.9% |
| Admin fee / account holder | $649 | $7,222-91.0% | $8,919-92.7% | $7,344-91.2% |