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 | $13,548 | $56,053-75.8% | $75,972-82.2% | $80,856-83.2% |
| Participation rate | 21.4% | 62.0%-40.6pp | 69.1%-47.6pp | 67.6%-46.2pp |
| Annual return | 10.55% | 20.53%-10.0pp | 359.55%-349.0pp | 35.59%-25.0pp |
| Employer contribution / active EE | $411 | $1,874-78.1% | $2,685-84.7% | $2,755-85.1% |
| Participant deferral / active EE | $731 | $3,052-76.1% | $4,255-82.8% | $4,296-83.0% |
| Admin fee / account holder | $1,317 | $5,234-74.8% | $6,467-79.6% | $6,918-81.0% |