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 | $36,020 | $77,314-53.4% | $177,989-79.8% | $80,856-55.5% |
| Participation rate | 20.0% | 65.7%-45.7pp | 77.1%-57.1pp | 67.6%-47.6pp |
| Annual return | 12.93% | 18.09%-5.2pp | 294.48%-281.6pp | 35.59%-22.7pp |
| Employer contribution / active EE | $953 | $2,292-58.4% | $3,949-75.9% | $2,755-65.4% |
| Participant deferral / active EE | $681 | $4,411-84.6% | $6,276-89.2% | $4,296-84.2% |
| Admin fee / account holder | $1,212 | $7,191-83.2% | $10,363-88.3% | $6,918-82.5% |