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 | $45,182 | $54,701-17.4% | $86,188-47.6% | $71,457-36.8% |
| Participation rate | 31.9% | 60.1%-28.2pp | 69.0%-37.1pp | 67.9%-36.0pp |
| Annual return | 21.12% | 20.06%+1.1pp | 1168.45%-1147.3pp | 28.85%-7.7pp |
| Employer contribution / active EE | $488 | $1,265-61.5% | $2,380-79.5% | $2,588-81.2% |
| Participant deferral / active EE | $1,182 | $3,108-62.0% | $3,985-70.3% | $4,289-72.4% |
| Admin fee / account holder | $1,221 | $1,922-36.4% | $6,852-82.2% | $1,587-23.1% |