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 | $14,288 | $54,762-73.9% | $90,281-84.2% | $72,985-80.4% |
| Participation rate | 27.4% | 65.1%-37.7pp | 73.3%-45.9pp | 69.5%-42.1pp |
| Annual return | 22.28% | 30.63%-8.4pp | 78.10%-55.8pp | 81.00%-58.7pp |
| Employer contribution / active EE | $337 | $2,092-83.9% | $2,854-88.2% | $2,440-86.2% |
| Participant deferral / active EE | $437 | $2,887-84.9% | $3,885-88.8% | $3,607-87.9% |
| Admin fee / account holder | $1,663 | $3,972-58.1% | $5,351-68.9% | $5,124-67.6% |