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 | $22,078 | $74,927-70.5% | $101,794-78.3% | $84,808-74.0% |
| Participation rate | 37.2% | 61.4%-24.2pp | 69.2%-32.0pp | 68.3%-31.1pp |
| Annual return | 22.99% | 18.70%+4.3pp | 30.53%-7.5pp | 40.90%-17.9pp |
| Employer contribution / active EE | $809 | $1,522-46.8% | $2,289-64.6% | $2,631-69.2% |
| Participant deferral / active EE | $1,001 | $3,099-67.7% | $4,084-75.5% | $4,212-76.2% |
| Admin fee / account holder | $340 | $6,514-94.8% | $8,777-96.1% | $7,344-95.4% |