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 | $102,605-76.4% | $145,661-83.3% | $84,808-71.4% |
| Participation rate | 29.6% | 74.3%-44.6pp | 77.2%-47.6pp | 68.3%-38.7pp |
| Annual return | 19.15% | 26.50%-7.4pp | 101.46%-82.3pp | 40.90%-21.8pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $4,238-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,381 | $5,750-76.0% | $7,198-80.8% | $4,212-67.2% |
| Admin fee / account holder | $4,035 | $8,758-53.9% | $12,466-67.6% | $7,344-45.1% |