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 | $12,986 | $84,695-84.7% | $73,843-82.4% | $125,391-89.6% |
| Participation rate | 11.1% | 76.8%-65.6pp | 73.4%-62.3pp | 83.2%-72.1pp |
| Annual return | 2.28% | 3123.53%-3121.2pp | 2267.84%-2265.6pp | 282.22%-279.9pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $178 | $3,992-95.5% | $3,583-95.0% | $5,352-96.7% |
| Admin fee / account holder | $105,100 | $5,691+1746.7% | $4,880+2053.6% | $9,540+1001.6% |