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 8-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 | $27,400 | $63,355-56.8% | $91,989-70.2% | $72,985-62.5% |
| Participation rate | 41.3% | 72.5%-31.2pp | 78.6%-37.4pp | 69.5%-28.2pp |
| Annual return | 20.17% | 35.35%-15.2pp | 69.02%-48.9pp | 81.00%-60.8pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,091 | $4,883-77.6% | $5,923-81.6% | $3,607-69.7% |
| Admin fee / account holder | $6,013 | $4,668+28.8% | $7,743-22.3% | $5,124+17.3% |