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 3-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 | $7,491 | $80,717-90.7% | $154,803-95.2% | $84,808-91.2% |
| Participation rate | 27.5% | 66.8%-39.3pp | 78.1%-50.6pp | 68.3%-40.8pp |
| Annual return | 18.80% | 37.96%-19.2pp | 58.88%-40.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $386 | $2,761-86.0% | $4,305-91.0% | $2,631-85.3% |
| Participant deferral / active EE | $422 | $3,303-87.2% | $5,540-92.4% | $4,212-90.0% |
| Admin fee / account holder | $1,185 | $6,746-82.4% | $14,329-91.7% | $7,344-83.9% |