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 | $48,399 | $59,417-18.5% | $93,606-48.3% | $74,495-35.0% |
| Participation rate | 22.7% | 59.7%-37.0pp | 68.7%-46.1pp | 67.2%-44.5pp |
| Annual return | 12.58% | 81.83%-69.3pp | 133.20%-120.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $616 | $1,264-51.3% | $2,420-74.6% | $2,623-76.5% |
| Participant deferral / active EE | $1,313 | $3,050-56.9% | $4,411-70.2% | $4,346-69.8% |
| Admin fee / account holder | $1,615 | $3,021-46.5% | $8,285-80.5% | $1,942-16.8% |