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 | $7,332 | $51,175-85.7% | $70,515-89.6% | $75,163-90.2% |
| Participation rate | 28.9% | 60.9%-32.0pp | 68.3%-39.4pp | 67.2%-38.2pp |
| Annual return | 27.51% | 30.02%-2.5pp | 32.77%-5.3pp | 160.62%-133.1pp |
| Employer contribution / active EE | $577 | $1,826-68.4% | $2,973-80.6% | $2,670-78.4% |
| Participant deferral / active EE | $850 | $2,849-70.2% | $4,567-81.4% | $4,125-79.4% |
| Admin fee / account holder | $305 | $4,091-92.5% | $6,412-95.2% | $5,651-94.6% |