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 | $31,906 | $76,050-58.0% | $96,544-67.0% | $71,457-55.3% |
| Participation rate | 22.1% | 74.4%-52.3pp | 76.0%-53.8pp | 67.9%-45.8pp |
| Annual return | 19.65% | 22.81%-3.2pp | 25.84%-6.2pp | 28.85%-9.2pp |
| Employer contribution / active EE | $844 | $2,244-62.4% | $2,965-71.5% | $2,588-67.4% |
| Participant deferral / active EE | $1,576 | $4,215-62.6% | $4,851-67.5% | $4,289-63.3% |
| Admin fee / account holder | $2,180 | $2,707-19.5% | $8,252-73.6% | $1,587+37.3% |