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 | $23,183 | $78,520-70.5% | $96,576-76.0% | $82,448-71.9% |
| Participation rate | 20.9% | 77.7%-56.8pp | 81.4%-60.5pp | 68.1%-47.2pp |
| Annual return | 15.87% | 41.30%-25.4pp | 38.47%-22.6pp | 41.64%-25.8pp |
| Employer contribution / active EE | $495 | $2,630-81.2% | $3,553-86.1% | $2,551-80.6% |
| Participant deferral / active EE | $879 | $6,754-87.0% | $7,956-89.0% | $4,139-78.8% |
| Admin fee / account holder | $1,591 | $13,455-88.2% | $11,381-86.0% | $7,234-78.0% |