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 | $47,507 | $53,165-10.6% | $86,188-44.9% | $74,419-36.2% |
| Participation rate | 9.3% | 64.9%-55.5pp | 69.0%-59.6pp | 70.7%-61.4pp |
| Annual return | 21.81% | 22.64%-0.8pp | 1168.45%-1146.6pp | 34.38%-12.6pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,380-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $295 | $3,234-90.9% | $3,985-92.6% | $4,528-93.5% |
| Admin fee / account holder | $1,667 | $551+202.2% | $6,852-75.7% | $348+379.1% |