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 | $32,438 | $62,573-48.2% | $85,682-62.1% | $85,850-62.2% |
| Participation rate | 16.0% | 61.1%-45.1pp | 69.9%-53.9pp | 69.3%-53.3pp |
| Annual return | 12.64% | 23.77%-11.1pp | 21.49%-8.9pp | 318.53%-305.9pp |
| Employer contribution / active EE | $326 | $1,757-81.5% | $2,618-87.6% | $2,565-87.3% |
| Participant deferral / active EE | $420 | $2,802-85.0% | $3,923-89.3% | $3,952-89.4% |
| Admin fee / account holder | $1,326 | $4,640-71.4% | $6,873-80.7% | $6,260-78.8% |