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 6-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 | $22,782 | $57,590-60.4% | $86,233-73.6% | $82,448-72.4% |
| Participation rate | 14.3% | 57.9%-43.6pp | 69.0%-54.7pp | 68.1%-53.8pp |
| Annual return | 16.01% | 22.41%-6.4pp | 61.39%-45.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $355 | $1,655-78.6% | $2,504-85.8% | $2,551-86.1% |
| Participant deferral / active EE | $687 | $3,080-77.7% | $4,559-84.9% | $4,139-83.4% |
| Admin fee / account holder | $627 | $4,730-86.7% | $8,342-92.5% | $7,234-91.3% |