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 | $49,620 | $79,171-37.3% | $102,423-51.6% | $74,495-33.4% |
| Participation rate | 51.7% | 74.8%-23.1pp | 76.5%-24.8pp | 67.2%-15.5pp |
| Annual return | 18.28% | 54.93%-36.7pp | 29.32%-11.0pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $1,102 | $2,362-53.3% | $3,023-63.5% | $2,623-58.0% |
| Participant deferral / active EE | $1,975 | $4,415-55.3% | $5,053-60.9% | $4,346-54.6% |
| Admin fee / account holder | $18,406 | $2,001+820.0% | $9,451+94.8% | $1,942+847.9% |