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 | $23,372 | $70,428-66.8% | $96,562-75.8% | $85,850-72.8% |
| Participation rate | 21.4% | 61.8%-40.4pp | 69.8%-48.4pp | 69.3%-47.9pp |
| Annual return | 13.56% | 18.59%-5.0pp | 37.78%-24.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $344 | $1,413-75.6% | $2,356-85.4% | $2,565-86.6% |
| Participant deferral / active EE | $1,193 | $2,894-58.8% | $3,849-69.0% | $3,952-69.8% |
| Admin fee / account holder | $362 | $4,997-92.8% | $6,181-94.1% | $6,260-94.2% |