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 | $28,493 | $89,753-68.3% | $107,525-73.5% | $84,808-66.4% |
| Participation rate | 48.8% | 68.1%-19.2pp | 75.1%-26.2pp | 68.3%-19.5pp |
| Annual return | 16.39% | 29.48%-13.1pp | 181.32%-164.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,307 | $3,113-58.0% | $3,754-65.2% | $2,631-50.3% |
| Participant deferral / active EE | $1,550 | $4,056-61.8% | $5,116-69.7% | $4,212-63.2% |
| Admin fee / account holder | $3,724 | $7,222-48.4% | $8,919-58.2% | $7,344-49.3% |