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 8-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 | $21,159 | $70,475-70.0% | $100,516-78.9% | $79,858-73.5% |
| Participation rate | 33.9% | 73.7%-39.7pp | 79.4%-45.5pp | 69.6%-35.7pp |
| Annual return | 21.22% | 21.90%-0.7pp | 30.89%-9.7pp | 31.71%-10.5pp |
| Employer contribution / active EE | $832 | $2,165-61.6% | $3,418-75.7% | $2,471-66.3% |
| Participant deferral / active EE | $1,889 | $5,181-63.5% | $6,270-69.9% | $3,740-49.5% |
| Admin fee / account holder | $1,153 | $4,478-74.3% | $8,081-85.7% | $5,306-78.3% |