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 5-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 | $21,058 | $80,717-73.9% | $154,803-86.4% | $84,808-75.2% |
| Participation rate | 19.8% | 66.8%-47.0pp | 78.1%-58.3pp | 68.3%-48.5pp |
| Annual return | 19.08% | 37.96%-18.9pp | 58.88%-39.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $401 | $2,761-85.5% | $4,305-90.7% | $2,631-84.8% |
| Participant deferral / active EE | $759 | $3,303-77.0% | $5,540-86.3% | $4,212-82.0% |
| Admin fee / account holder | $3,376 | $6,746-49.9% | $14,329-76.4% | $7,344-54.0% |