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 | $28,508 | $89,753-68.2% | $107,525-73.5% | $84,808-66.4% |
| Participation rate | 21.9% | 68.1%-46.1pp | 75.1%-53.2pp | 68.3%-46.4pp |
| Annual return | 19.05% | 29.48%-10.4pp | 181.32%-162.3pp | 40.90%-21.8pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,356 | $4,056-66.6% | $5,116-73.5% | $4,212-67.8% |
| Admin fee / account holder | $2,601 | $7,222-64.0% | $8,919-70.8% | $7,344-64.6% |