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 | $39,873 | $63,346-37.1% | $92,233-56.8% | $70,131-43.1% |
| Participation rate | 51.4% | 68.7%-17.2pp | 76.5%-25.1pp | 69.5%-18.1pp |
| Annual return | 15.49% | 530.12%-514.6pp | 176.28%-160.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $611 | $2,471-75.3% | $3,679-83.4% | $2,342-73.9% |
| Participant deferral / active EE | $1,041 | $2,854-63.5% | $3,897-73.3% | $3,332-68.7% |
| Admin fee / account holder | $19,841 | $3,840+416.7% | $5,194+282.0% | $4,645+327.1% |