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 | $75,585 | $91,552-17.4% | $133,956-43.6% | $79,858-5.4% |
| Participation rate | 50.0% | 73.3%-23.3pp | 79.8%-29.8pp | 69.6%-19.6pp |
| Annual return | 10.69% | 61.85%-51.2pp | 45.09%-34.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $715 | $2,384-70.0% | $3,919-81.8% | $2,471-71.1% |
| Participant deferral / active EE | $1,613 | $3,733-56.8% | $5,048-68.0% | $3,740-56.9% |
| Admin fee / account holder | $23,818 | $6,321+276.8% | $8,927+166.8% | $5,306+348.9% |