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 | $203,231 | $65,703+209.3% | $94,224+115.7% | $59,632+240.8% |
| Participation rate | 21.6% | 72.1%-50.5pp | 78.8%-57.1pp | 68.7%-47.0pp |
| Annual return | -2.44% | 5.22%-7.7pp | 10.68%-13.1pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $974 | $3,143-69.0% | $4,320-77.5% | $3,192-69.5% |
| Admin fee / account holder | $2,300 | $4,264-46.1% | $6,269-63.3% | $4,297-46.5% |