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 7-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 | $24,250 | $163,101-85.1% | $136,749-82.3% | $142,382-83.0% |
| Participation rate | 53.8% | 78.2%-24.4pp | 72.1%-18.3pp | 80.1%-26.3pp |
| Annual return | 16.67% | 27.54%-10.9pp | 24.33%-7.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,058 | $4,117-74.3% | $3,400-68.9% | $4,299-75.4% |
| Participant deferral / active EE | $1,239 | $5,585-77.8% | $4,692-73.6% | $6,507-81.0% |
| Admin fee / account holder | $598 | $14,318-95.8% | $11,386-94.7% | $12,624-95.3% |