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 | $24,909 | $73,787-66.2% | $98,716-74.8% | $82,448-69.8% |
| Participation rate | 26.7% | 61.4%-34.7pp | 69.3%-42.6pp | 68.1%-41.4pp |
| Annual return | 25.26% | 18.57%+6.7pp | 31.81%-6.5pp | 41.64%-16.4pp |
| Employer contribution / active EE | $335 | $1,511-77.8% | $2,279-85.3% | $2,551-86.8% |
| Participant deferral / active EE | $914 | $3,081-70.3% | $4,048-77.4% | $4,139-77.9% |
| Admin fee / account holder | $2,475 | $6,500-61.9% | $8,703-71.6% | $7,234-65.8% |