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 | $21,307 | $70,669-69.9% | $169,368-87.4% | $75,163-71.7% |
| Participation rate | 25.9% | 64.8%-38.9pp | 77.1%-51.2pp | 67.2%-41.3pp |
| Annual return | 18.71% | 36.36%-17.6pp | 405.60%-386.9pp | 160.62%-141.9pp |
| Employer contribution / active EE | $499 | $2,211-77.4% | $4,013-87.6% | $2,670-81.3% |
| Participant deferral / active EE | $1,250 | $4,311-71.0% | $6,221-79.9% | $4,125-69.7% |
| Admin fee / account holder | $1,162 | $5,402-78.5% | $9,003-87.1% | $5,651-79.4% |