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 6-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 | $22,895 | $54,701-58.1% | $86,188-73.4% | $71,457-68.0% |
| Participation rate | 15.0% | 60.1%-45.2pp | 69.0%-54.0pp | 67.9%-53.0pp |
| Annual return | 21.17% | 20.06%+1.1pp | 1168.45%-1147.3pp | 28.85%-7.7pp |
| Employer contribution / active EE | $475 | $1,265-62.5% | $2,380-80.0% | $2,588-81.6% |
| Participant deferral / active EE | $692 | $3,108-77.7% | $3,985-82.6% | $4,289-83.9% |
| Admin fee / account holder | $2,484 | $1,922+29.3% | $6,852-63.7% | $1,587+56.5% |