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 | $50,218 | $101,317-50.4% | $146,958-65.8% | $74,495-32.6% |
| Participation rate | 55.0% | 75.5%-20.6pp | 82.2%-27.2pp | 67.2%-12.2pp |
| Annual return | 14.20% | 8730.91%-8716.7pp | 418.34%-404.1pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,053 | $3,810-72.4% | $4,933-78.7% | $2,623-59.9% |
| Participant deferral / active EE | $2,212 | $7,303-69.7% | $8,070-72.6% | $4,346-49.1% |
| Admin fee / account holder | $1,949 | $1,739+12.1% | $12,998-85.0% | $1,942+0.4% |