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 | $39,027 | $67,411-42.1% | $91,001-57.1% | $70,131-44.4% |
| Participation rate | 37.2% | 71.4%-34.2pp | 75.6%-38.4pp | 69.5%-32.3pp |
| Annual return | 18.58% | -40.16%+58.7pp | 4.60%+14.0pp | 73.14%-54.6pp |
| Employer contribution / active EE | $410 | $1,786-77.0% | $2,456-83.3% | $2,342-82.5% |
| Participant deferral / active EE | $618 | $2,823-78.1% | $3,547-82.6% | $3,332-81.4% |
| Admin fee / account holder | $1,546 | $4,236-63.5% | $5,417-71.5% | $4,645-66.7% |