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 5-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 | $99,381 | $110,261-9.9% | $95,745+3.8% | $139,434-28.7% |
| Participation rate | 60.0% | 75.8%-15.8pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 12.54% | 27.11%-14.6pp | 28.35%-15.8pp | 372.94%-360.4pp |
| Employer contribution / active EE | $22,944 | $3,257+604.4% | $2,835+709.4% | $4,751+382.9% |
| Participant deferral / active EE | $55 | $4,676-98.8% | $4,245-98.7% | $6,710-99.2% |
| Admin fee / account holder | $722 | $6,613-89.1% | $5,678-87.3% | $11,403-93.7% |