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 4-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 | $40,535 | $48,076-15.7% | $78,689-48.5% | $62,891-35.5% |
| Participation rate | 25.9% | 65.2%-39.3pp | 73.6%-47.6pp | 69.3%-43.4pp |
| Annual return | 6.69% | 31.35%-24.7pp | 62.18%-55.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $659 | $2,588-74.6% | $3,517-81.3% | $3,203-79.4% |
| Admin fee / account holder | $2,315 | $3,207-27.8% | $4,510-48.7% | $4,296-46.1% |