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 | $28,258 | $102,317-72.4% | $146,958-80.8% | $80,856-65.1% |
| Participation rate | 64.4% | 75.8%-11.4pp | 82.2%-17.7pp | 67.6%-3.2pp |
| Annual return | 169.29% | 134.76%+34.5pp | 418.34%-249.0pp | 35.59%+133.7pp |
| Employer contribution / active EE | $1,545 | $3,713-58.4% | $4,933-68.7% | $2,755-43.9% |
| Participant deferral / active EE | $2,183 | $6,644-67.1% | $8,070-73.0% | $4,296-49.2% |
| Admin fee / account holder | $348 | $7,941-95.6% | $12,998-97.3% | $6,918-95.0% |