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 | $25,955 | $77,896-66.7% | $134,172-80.7% | $82,448-68.5% |
| Participation rate | 37.0% | 62.8%-25.8pp | 72.5%-35.5pp | 68.1%-31.1pp |
| Annual return | 19.33% | 18.21%+1.1pp | 25.30%-6.0pp | 41.64%-22.3pp |
| Employer contribution / active EE | $568 | $2,159-73.7% | $3,420-83.4% | $2,551-77.7% |
| Participant deferral / active EE | $1,018 | $3,162-67.8% | $4,690-78.3% | $4,139-75.4% |
| Admin fee / account holder | $806 | $6,336-87.3% | $12,016-93.3% | $7,234-88.9% |