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 | $27,789 | $76,407-63.6% | $150,298-81.5% | $82,448-66.3% |
| Participation rate | 22.0% | 66.4%-44.4pp | 77.8%-55.8pp | 68.1%-46.1pp |
| Annual return | 23.51% | 39.99%-16.5pp | 62.79%-39.3pp | 41.64%-18.1pp |
| Employer contribution / active EE | $334 | $2,614-87.2% | $4,154-92.0% | $2,551-86.9% |
| Participant deferral / active EE | $584 | $3,214-81.8% | $5,453-89.3% | $4,139-85.9% |
| Admin fee / account holder | $3,045 | $6,352-52.1% | $14,116-78.4% | $7,234-57.9% |