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 5-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 | $42,914 | $74,927-42.7% | $101,794-57.8% | $84,808-49.4% |
| Participation rate | 28.6% | 61.4%-32.8pp | 69.2%-40.6pp | 68.3%-39.7pp |
| Annual return | 18.97% | 18.70%+0.3pp | 30.53%-11.6pp | 40.90%-21.9pp |
| Employer contribution / active EE | $605 | $1,522-60.2% | $2,289-73.6% | $2,631-77.0% |
| Participant deferral / active EE | $1,067 | $3,099-65.6% | $4,084-73.9% | $4,212-74.7% |
| Admin fee / account holder | $3,500 | $6,514-46.3% | $8,777-60.1% | $7,344-52.3% |