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 | $9,148 | $57,590-84.1% | $86,233-89.4% | $82,448-88.9% |
| Participation rate | 21.6% | 57.9%-36.3pp | 69.0%-47.4pp | 68.1%-46.5pp |
| Annual return | 21.03% | 22.41%-1.4pp | 61.39%-40.4pp | 41.64%-20.6pp |
| Employer contribution / active EE | $257 | $1,655-84.5% | $2,504-89.7% | $2,551-89.9% |
| Participant deferral / active EE | $451 | $3,080-85.3% | $4,559-90.1% | $4,139-89.1% |
| Admin fee / account holder | $1,234 | $4,730-73.9% | $8,342-85.2% | $7,234-82.9% |