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 | $28,217 | $109,881-74.3% | $150,045-81.2% | $84,808-66.7% |
| Participation rate | 40.7% | 76.1%-35.3pp | 82.3%-41.6pp | 68.3%-27.6pp |
| Annual return | 20.99% | 28.25%-7.3pp | 62.55%-41.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,362 | $3,561-61.7% | $4,693-71.0% | $2,631-48.2% |
| Participant deferral / active EE | $2,288 | $6,636-65.5% | $7,997-71.4% | $4,212-45.7% |
| Admin fee / account holder | $781 | $8,568-90.9% | $13,435-94.2% | $7,344-89.4% |