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 | $64,636 | $73,787-12.4% | $98,716-34.5% | $82,448-21.6% |
| Participation rate | 31.9% | 61.4%-29.5pp | 69.3%-37.4pp | 68.1%-36.2pp |
| Annual return | 12.84% | 18.57%-5.7pp | 31.81%-19.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $377 | $1,511-75.1% | $2,279-83.5% | $2,551-85.2% |
| Participant deferral / active EE | $1,166 | $3,081-62.2% | $4,048-71.2% | $4,139-71.8% |
| Admin fee / account holder | $2,921 | $6,500-55.1% | $8,703-66.4% | $7,234-59.6% |