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 6-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 | $32,684 | $55,932-41.6% | $76,735-57.4% | $67,986-51.9% |
| Participation rate | 14.5% | 50.8%-36.3pp | 69.5%-55.0pp | 57.2%-42.7pp |
| Annual return | 15.02% | 23.10%-8.1pp | 29.77%-14.7pp | 31.67%-16.6pp |
| Employer contribution / active EE | $445 | $1,487-70.1% | $2,454-81.9% | $2,019-78.0% |
| Participant deferral / active EE | $595 | $2,558-76.7% | $4,088-85.4% | $3,358-82.3% |
| Admin fee / account holder | $3,474 | $4,907-29.2% | $7,189-51.7% | $3,203+8.5% |