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 | $43,468 | $95,803-54.6% | $113,168-61.6% | $84,808-48.7% |
| Participation rate | 16.4% | 72.9%-56.5pp | 76.6%-60.2pp | 68.3%-51.9pp |
| Annual return | 17.81% | 25.00%-7.2pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $703 | $2,360-70.2% | $2,975-76.4% | $2,631-73.3% |
| Participant deferral / active EE | $1,360 | $4,242-67.9% | $5,107-73.4% | $4,212-67.7% |
| Admin fee / account holder | $4,305 | $8,989-52.1% | $12,068-64.3% | $7,344-41.4% |