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 | $38,817 | $31,310+24.0% | $53,898-28.0% | $74,304-47.8% |
| Participation rate | 4.6% | 30.7%-26.1pp | 55.0%-50.4pp | 60.3%-55.8pp |
| Annual return | 18.45% | 23.16%-4.7pp | 528.60%-510.2pp | 29.43%-11.0pp |
| Employer contribution / active EE | $92 | $450-79.5% | $932-90.1% | $2,241-95.9% |
| Participant deferral / active EE | $136 | $934-85.4% | $1,826-92.5% | $3,767-96.4% |
| Admin fee / account holder | $1,459 | $2,175-33.0% | $2,491-41.4% | $2,969-50.9% |