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 7-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 | $34,418 | $78,694-56.3% | $67,652-49.1% | $125,391-72.6% |
| Participation rate | 69.2% | 78.8%-9.6pp | 75.7%-6.4pp | 83.2%-14.0pp |
| Annual return | 2.79% | 9.46%-6.7pp | 6625.04%-6622.2pp | 282.22%-279.4pp |
| Employer contribution / active EE | $645 | $3,044-78.8% | $2,266-71.5% | $4,866-86.7% |
| Participant deferral / active EE | $1,054 | $4,292-75.4% | $3,560-70.4% | $5,352-80.3% |
| Admin fee / account holder | $14,272 | $7,403+92.8% | $4,821+196.0% | $9,540+49.6% |