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 10-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 | $26,894 | $48,230-44.2% | $67,502-60.2% | $80,856-66.7% |
| Participation rate | 16.7% | 66.4%-49.7pp | 72.9%-56.2pp | 67.6%-51.0pp |
| Annual return | 13.18% | 18.28%-5.1pp | 3512.12%-3498.9pp | 35.59%-22.4pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $570 | $2,924-80.5% | $4,000-85.8% | $4,296-86.7% |
| Admin fee / account holder | $4,943 | $3,681+34.3% | $3,998+23.7% | $6,918-28.5% |