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 | $26,336 | $92,985-71.7% | $153,485-82.8% | $80,856-67.4% |
| Participation rate | 41.4% | 69.0%-27.6pp | 77.1%-35.7pp | 67.6%-26.3pp |
| Annual return | 12.55% | 19.95%-7.4pp | 15.65%-3.1pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,343 | $3,507-61.7% | $5,039-73.3% | $2,755-51.2% |
| Participant deferral / active EE | $1,659 | $5,178-68.0% | $6,757-75.5% | $4,296-61.4% |
| Admin fee / account holder | $3,006 | $8,880-66.1% | $12,724-76.4% | $6,918-56.5% |