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 | $22,356 | $77,419-71.1% | $69,455-67.8% | $152,861-85.4% |
| Participation rate | 45.5% | 78.1%-32.6pp | 74.6%-29.2pp | 82.4%-37.0pp |
| Annual return | 16.20% | 39.06%-22.9pp | 28.97%-12.8pp | 345.32%-329.1pp |
| Employer contribution / active EE | $2,600 | $3,315-21.6% | $2,779-6.4% | $4,762-45.4% |
| Participant deferral / active EE | $655 | $4,414-85.2% | $3,535-81.5% | $5,850-88.8% |
| Admin fee / account holder | $23,005 | $6,207+270.7% | $3,839+499.2% | $11,596+98.4% |