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 3-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 | $30,556 | $100,923-69.7% | $150,045-79.6% | $74,304-58.9% |
| Participation rate | 24.5% | 70.1%-45.5pp | 82.3%-57.8pp | 60.3%-35.8pp |
| Annual return | 17.11% | 51.77%-34.7pp | 62.55%-45.4pp | 29.43%-12.3pp |
| Employer contribution / active EE | $808 | $3,463-76.7% | $4,693-82.8% | $2,241-64.0% |
| Participant deferral / active EE | $1,875 | $6,709-72.1% | $7,997-76.6% | $3,767-50.2% |
| Admin fee / account holder | $6,959 | $2,767+151.5% | $13,435-48.2% | $2,969+134.4% |