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 | $41,821 | $118,450-64.7% | $98,439-57.5% | $139,434-70.0% |
| Participation rate | 0.0% | 77.4%-77.4pp | 75.2%-75.2pp | 80.3%-80.3pp |
| Annual return | 16.62% | 18.94%-2.3pp | 21.16%-4.5pp | 372.94%-356.3pp |
| Employer contribution / active EE | $8,573 | $3,609+137.5% | $3,048+181.3% | $4,751+80.4% |
| Participant deferral / active EE | $433 | $5,392-92.0% | $4,738-90.9% | $6,710-93.5% |
| Admin fee / account holder | $7,917 | $14,026-43.6% | $8,948-11.5% | $11,403-30.6% |