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 | $24,265 | $98,652-75.4% | $142,942-83.0% | $82,448-70.6% |
| Participation rate | 29.6% | 72.8%-43.1pp | 76.8%-47.2pp | 68.1%-38.4pp |
| Annual return | 19.15% | 22.65%-3.5pp | 113.70%-94.6pp | 41.64%-22.5pp |
| Employer contribution / active EE | $0 | $3,211-100.0% | $4,139-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,381 | $5,580-75.3% | $7,128-80.6% | $4,139-66.6% |
| Admin fee / account holder | $4,035 | $8,078-50.0% | $12,475-67.7% | $7,234-44.2% |