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 5-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 | $27,433 | $89,753-69.4% | $107,525-74.5% | $84,808-67.7% |
| Participation rate | 32.1% | 68.1%-36.0pp | 75.1%-43.0pp | 68.3%-36.2pp |
| Annual return | 17.55% | 29.48%-11.9pp | 181.32%-163.8pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,703 | $3,113-45.3% | $3,754-54.6% | $2,631-35.3% |
| Participant deferral / active EE | $1,014 | $4,056-75.0% | $5,116-80.2% | $4,212-75.9% |
| Admin fee / account holder | $4,526 | $7,222-37.3% | $8,919-49.3% | $7,344-38.4% |