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 | $13,982 | $51,576-72.9% | $129,207-89.2% | $80,856-82.7% |
| Participation rate | 32.1% | 57.0%-24.8pp | 69.6%-37.5pp | 67.6%-35.5pp |
| Annual return | 15.19% | 20.81%-5.6pp | 9417.33%-9402.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $314 | $1,584-80.2% | $4,153-92.5% | $2,755-88.6% |
| Participant deferral / active EE | $552 | $2,669-79.3% | $4,168-86.8% | $4,296-87.2% |
| Admin fee / account holder | $590 | $4,305-86.3% | $7,715-92.4% | $6,918-91.5% |