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 9-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 | $36,099 | $81,233-55.6% | $155,567-76.8% | $80,874-55.4% |
| Participation rate | 20.0% | 66.2%-46.2pp | 78.2%-58.2pp | 67.6%-47.6pp |
| Annual return | 13.15% | 33.33%-20.2pp | 64.74%-51.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $448 | $3,101-85.6% | $4,674-90.4% | $2,756-83.8% |
| Participant deferral / active EE | $895 | $3,452-74.1% | $5,628-84.1% | $4,297-79.2% |
| Admin fee / account holder | $1,619 | $7,998-79.8% | $15,916-89.8% | $6,935-76.6% |