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 5-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 | $23,183 | $80,673-71.3% | $101,326-77.1% | $84,808-72.7% |
| Participation rate | 20.9% | 77.8%-56.9pp | 81.5%-60.6pp | 68.3%-47.4pp |
| Annual return | 15.87% | 38.95%-23.1pp | 36.82%-20.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $495 | $2,698-81.7% | $3,665-86.5% | $2,631-81.2% |
| Participant deferral / active EE | $879 | $6,840-87.2% | $7,994-89.0% | $4,212-79.1% |
| Admin fee / account holder | $1,591 | $12,784-87.6% | $11,185-85.8% | $7,344-78.3% |