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 4-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 | $58,001 | $89,753-35.4% | $107,525-46.1% | $84,808-31.6% |
| Participation rate | 16.1% | 68.1%-52.0pp | 75.1%-59.0pp | 68.3%-52.2pp |
| Annual return | 21.52% | 29.48%-8.0pp | 181.32%-159.8pp | 40.90%-19.4pp |
| Employer contribution / active EE | $903 | $3,113-71.0% | $3,754-75.9% | $2,631-65.7% |
| Participant deferral / active EE | $1,652 | $4,056-59.3% | $5,116-67.7% | $4,212-60.8% |
| Admin fee / account holder | $6,355 | $7,222-12.0% | $8,919-28.7% | $7,344-13.5% |