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 | $14,583 | $48,076-69.7% | $78,689-81.5% | $62,891-76.8% |
| Participation rate | 50.0% | 65.2%-15.2pp | 73.6%-23.6pp | 69.3%-19.3pp |
| Annual return | 8.60% | 31.35%-22.8pp | 62.18%-53.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $257 | $2,015-87.3% | $2,851-91.0% | $2,281-88.7% |
| Participant deferral / active EE | $292 | $2,588-88.7% | $3,517-91.7% | $3,203-90.9% |
| Admin fee / account holder | $558 | $3,207-82.6% | $4,510-87.6% | $4,296-87.0% |