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 | $18,078 | $57,541-68.6% | $95,745-81.1% | $75,163-75.9% |
| Participation rate | 22.0% | 62.5%-40.6pp | 72.3%-50.3pp | 67.2%-45.2pp |
| Annual return | 21.72% | 34.93%-13.2pp | 28.35%-6.6pp | 160.62%-138.9pp |
| Employer contribution / active EE | $568 | $1,808-68.6% | $2,835-80.0% | $2,670-78.7% |
| Participant deferral / active EE | $1,000 | $3,074-67.5% | $4,245-76.4% | $4,125-75.8% |
| Admin fee / account holder | $1,870 | $4,099-54.4% | $5,678-67.1% | $5,651-66.9% |