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 | $163,101-72.4% | $136,749-67.1% | $142,382-68.4% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 15.78% | 27.54%-11.8pp | 24.33%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,300 | $4,117-68.4% | $3,400-61.8% | $4,299-69.8% |
| Participant deferral / active EE | $600 | $5,585-89.3% | $4,692-87.2% | $6,507-90.8% |
| Admin fee / account holder | $813 | $14,318-94.3% | $11,386-92.9% | $12,624-93.6% |