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 | $31,128 | $65,561-52.5% | $86,188-63.9% | $75,163-58.6% |
| Participation rate | 38.5% | 60.5%-22.0pp | 69.0%-30.5pp | 67.2%-28.7pp |
| Annual return | 15.80% | 46.05%-30.3pp | 1168.45%-1152.7pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,664 | $1,553+136.0% | $2,380+53.9% | $2,670+37.2% |
| Participant deferral / active EE | $1,136 | $3,024-62.4% | $3,985-71.5% | $4,125-72.5% |
| Admin fee / account holder | $521 | $5,474-90.5% | $6,852-92.4% | $5,651-90.8% |