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 | $92,966 | $106,749-12.9% | $145,433-36.1% | $82,448+12.8% |
| Participation rate | 18.6% | 75.6%-57.0pp | 82.1%-63.5pp | 68.1%-49.5pp |
| Annual return | 16.49% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $797 | $3,444-76.9% | $4,554-82.5% | $2,551-68.8% |
| Participant deferral / active EE | $1,844 | $6,519-71.7% | $7,897-76.7% | $4,139-55.5% |
| Admin fee / account holder | $640 | $8,390-92.4% | $13,129-95.1% | $7,234-91.2% |