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 | $34,430 | $25,014+37.6% | $69,647-50.6% | $80,856-57.4% |
| Participation rate | 30.0% | 64.2%-34.2pp | 66.5%-36.5pp | 67.6%-37.6pp |
| Annual return | 12.09% | 19.07%-7.0pp | 100.48%-88.4pp | 35.59%-23.5pp |
| Employer contribution / active EE | $375 | $993-62.2% | $1,712-78.1% | $2,755-86.4% |
| Participant deferral / active EE | $783 | $1,839-57.4% | $2,886-72.9% | $4,296-81.8% |
| Admin fee / account holder | $2,303 | $2,488-7.5% | $4,713-51.1% | $6,918-66.7% |