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 | $55,636 | $74,927-25.7% | $101,794-45.3% | $84,808-34.4% |
| Participation rate | 12.5% | 61.4%-48.9pp | 69.2%-56.7pp | 68.3%-55.8pp |
| Annual return | 22.26% | 18.70%+3.6pp | 30.53%-8.3pp | 40.90%-18.6pp |
| Employer contribution / active EE | $369 | $1,522-75.7% | $2,289-83.9% | $2,631-86.0% |
| Participant deferral / active EE | $1,171 | $3,099-62.2% | $4,084-71.3% | $4,212-72.2% |
| Admin fee / account holder | $3,357 | $6,514-48.5% | $8,777-61.8% | $7,344-54.3% |