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 | $30,402 | $76,552-60.3% | $123,892-75.5% | $62,891-51.7% |
| Participation rate | 25.8% | 73.0%-47.2pp | 81.4%-55.6pp | 69.3%-43.5pp |
| Annual return | 691.92% | 18.68%+673.2pp | 47.52%+644.4pp | 20.14%+671.8pp |
| Employer contribution / active EE | $825 | $2,883-71.4% | $4,617-82.1% | $2,281-63.8% |
| Participant deferral / active EE | $1,177 | $4,840-75.7% | $5,984-80.3% | $3,203-63.3% |
| Admin fee / account holder | $532 | $4,826-89.0% | $8,357-93.6% | $4,296-87.6% |