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 | $22,942 | $81,248-71.8% | $155,509-85.2% | $80,856-71.6% |
| Participation rate | 20.6% | 66.2%-45.6pp | 78.2%-57.6pp | 67.6%-47.0pp |
| Annual return | 13.40% | 33.31%-19.9pp | 64.67%-51.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $448 | $3,100-85.5% | $4,672-90.4% | $2,755-83.7% |
| Participant deferral / active EE | $883 | $3,452-74.4% | $5,626-84.3% | $4,296-79.4% |
| Admin fee / account holder | $4,608 | $7,997-42.4% | $15,912-71.0% | $6,918-33.4% |