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 3-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 | $21,436 | $100,773-78.7% | $88,946-75.9% | $142,382-84.9% |
| Participation rate | 42.9% | 74.3%-31.4pp | 68.8%-26.0pp | 80.1%-37.3pp |
| Annual return | 16.50% | 70.18%-53.7pp | 57.82%-41.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $613 | $2,918-79.0% | $2,555-76.0% | $4,299-85.7% |
| Participant deferral / active EE | $714 | $5,230-86.4% | $4,581-84.4% | $6,507-89.0% |
| Admin fee / account holder | $544 | $9,693-94.4% | $8,261-93.4% | $12,624-95.7% |