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 | $34,574 | $117,983-70.7% | $101,794-66.0% | $142,382-75.7% |
| Participation rate | 41.7% | 74.2%-32.6pp | 69.2%-27.5pp | 80.1%-38.5pp |
| Annual return | 17.13% | 36.92%-19.8pp | 30.53%-13.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $657 | $2,773-76.3% | $2,289-71.3% | $4,299-84.7% |
| Participant deferral / active EE | $1,094 | $4,714-76.8% | $4,084-73.2% | $6,507-83.2% |
| Admin fee / account holder | $632 | $10,433-93.9% | $8,777-92.8% | $12,624-95.0% |