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 | $58,069 | $66,124-12.2% | $90,404-35.8% | $73,488-21.0% |
| Participation rate | 15.9% | 69.7%-53.7pp | 72.7%-56.8pp | 70.7%-54.7pp |
| Annual return | 18.44% | 17.65%+0.8pp | 1293.02%-1274.6pp | 28.51%-10.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $274 | $3,039-91.0% | $3,963-93.1% | $3,740-92.7% |
| Admin fee / account holder | $1,481 | $396+273.9% | $5,611-73.6% | $513+188.7% |