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 6-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 | $34,769 | $93,571-62.8% | $135,903-74.4% | $75,163-53.7% |
| Participation rate | 6.1% | 75.2%-69.1pp | 81.9%-75.8pp | 67.2%-61.1pp |
| Annual return | 21.38% | 30.90%-9.5pp | 68.23%-46.9pp | 160.62%-139.2pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,224 | $6,404-80.9% | $7,758-84.2% | $4,125-70.3% |
| Admin fee / account holder | $6,602 | $6,975-5.4% | $10,762-38.7% | $5,651+16.8% |