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 8-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 | $51,686 | $71,050-27.3% | $93,606-44.8% | $80,856-36.1% |
| Participation rate | 27.8% | 60.4%-32.6pp | 68.7%-40.9pp | 67.6%-39.9pp |
| Annual return | 12.87% | 11.26%+1.6pp | 133.20%-120.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $503 | $1,564-67.8% | $2,420-79.2% | $2,755-81.7% |
| Participant deferral / active EE | $1,106 | $4,034-72.6% | $4,411-74.9% | $4,296-74.2% |
| Admin fee / account holder | $3,484 | $6,945-49.8% | $8,285-57.9% | $6,918-49.6% |