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 | $33,654 | $71,050-52.6% | $93,606-64.0% | $80,856-58.4% |
| Participation rate | 33.7% | 60.4%-26.7pp | 68.7%-35.0pp | 67.6%-33.9pp |
| Annual return | 14.83% | 11.26%+3.6pp | 133.20%-118.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $638 | $1,564-59.2% | $2,420-73.6% | $2,755-76.8% |
| Participant deferral / active EE | $1,088 | $4,034-73.0% | $4,411-75.3% | $4,296-74.7% |
| Admin fee / account holder | $1,979 | $6,945-71.5% | $8,285-76.1% | $6,918-71.4% |