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 | $45,009 | $62,573-28.1% | $85,682-47.5% | $85,850-47.6% |
| Participation rate | 16.7% | 61.1%-44.5pp | 69.9%-53.2pp | 69.3%-52.6pp |
| Annual return | 13.00% | 23.77%-10.8pp | 21.49%-8.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $296 | $1,757-83.1% | $2,618-88.7% | $2,565-88.4% |
| Participant deferral / active EE | $466 | $2,802-83.4% | $3,923-88.1% | $3,952-88.2% |
| Admin fee / account holder | $4,352 | $4,640-6.2% | $6,873-36.7% | $6,260-30.5% |