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 | $33,950 | $81,248-58.2% | $155,509-78.2% | $80,856-58.0% |
| Participation rate | 29.0% | 66.2%-37.2pp | 78.2%-49.2pp | 67.6%-38.6pp |
| Annual return | 14.21% | 33.31%-19.1pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $400 | $3,100-87.1% | $4,672-91.4% | $2,755-85.5% |
| Participant deferral / active EE | $503 | $3,452-85.4% | $5,626-91.1% | $4,296-88.3% |
| Admin fee / account holder | $30,922 | $7,997+286.7% | $15,912+94.3% | $6,918+347.0% |