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 4-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 | $28,845 | $43,075-33.0% | $74,583-61.3% | $62,891-54.1% |
| Participation rate | 8.6% | 58.1%-49.5pp | 68.1%-59.5pp | 69.3%-60.7pp |
| Annual return | 24.94% | 17.50%+7.4pp | 20.47%+4.5pp | 20.14%+4.8pp |
| Employer contribution / active EE | $197 | $1,498-86.8% | $2,525-92.2% | $2,281-91.4% |
| Participant deferral / active EE | $243 | $2,389-89.8% | $3,458-93.0% | $3,203-92.4% |
| Admin fee / account holder | $230,697 | $2,840+8023.6% | $4,138+5475.4% | $4,296+5270.6% |