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 | $39,123 | $98,750-60.4% | $149,696-73.9% | $79,858-51.0% |
| Participation rate | 25.7% | 75.8%-50.1pp | 82.5%-56.8pp | 69.6%-43.9pp |
| Annual return | 22.92% | 27.43%-4.5pp | 276.60%-253.7pp | 31.71%-8.8pp |
| Employer contribution / active EE | $775 | $3,216-75.9% | $4,644-83.3% | $2,471-68.6% |
| Participant deferral / active EE | $1,543 | $5,680-72.8% | $6,842-77.4% | $3,740-58.7% |
| Admin fee / account holder | $1,089 | $6,053-82.0% | $9,309-88.3% | $5,306-79.5% |