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 | $31,239 | $54,517-42.7% | $75,972-58.9% | $74,495-58.1% |
| Participation rate | 37.8% | 60.3%-22.5pp | 69.1%-31.2pp | 67.2%-29.4pp |
| Annual return | 12.01% | 31.82%-19.8pp | 359.55%-347.5pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $838 | $3,066-72.7% | $4,255-80.3% | $4,346-80.7% |
| Admin fee / account holder | $3,779 | $2,229+69.6% | $6,467-41.6% | $1,942+94.6% |