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 4-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 | $10,319 | $49,915-79.3% | $154,803-93.3% | $74,304-86.1% |
| Participation rate | 13.9% | 54.0%-40.1pp | 78.1%-64.2pp | 60.3%-46.5pp |
| Annual return | 13.74% | 34.06%-20.3pp | 58.88%-45.1pp | 29.43%-15.7pp |
| Employer contribution / active EE | $228 | $1,611-85.8% | $4,305-94.7% | $2,241-89.8% |
| Participant deferral / active EE | $254 | $2,255-88.7% | $5,540-95.4% | $3,767-93.3% |
| Admin fee / account holder | $1,459 | $2,189-33.4% | $14,329-89.8% | $2,969-50.9% |