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 | $44,996 | $161,352-72.1% | $134,172-66.5% | $137,256-67.2% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 15.78% | 28.72%-12.9pp | 25.30%-9.5pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,300 | $4,099-68.3% | $3,420-62.0% | $4,156-68.7% |
| Participant deferral / active EE | $600 | $5,552-89.2% | $4,690-87.2% | $6,407-90.6% |
| Admin fee / account holder | $813 | $15,028-94.6% | $12,016-93.2% | $12,270-93.4% |