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 9-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 | $25,750 | $98,750-73.9% | $149,696-82.8% | $79,858-67.8% |
| Participation rate | 45.9% | 75.8%-29.8pp | 82.5%-36.5pp | 69.6%-23.7pp |
| Annual return | 14.36% | 27.43%-13.1pp | 276.60%-262.2pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,314 | $3,216-59.1% | $4,644-71.7% | $2,471-46.8% |
| Participant deferral / active EE | $1,745 | $5,680-69.3% | $6,842-74.5% | $3,740-53.3% |
| Admin fee / account holder | $548 | $6,053-90.9% | $9,309-94.1% | $5,306-89.7% |