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 | $85,451 | $44,984+90.0% | $85,009+0.5% | $74,546+14.6% |
| Participation rate | 14.0% | 49.4%-35.4pp | 67.5%-53.5pp | 67.2%-53.2pp |
| Annual return | 11.19% | 26.25%-15.1pp | 66.47%-55.3pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $279 | $1,458-80.9% | $2,728-89.8% | $2,624-89.4% |
| Participant deferral / active EE | $494 | $2,733-81.9% | $4,522-89.1% | $4,347-88.6% |
| Admin fee / account holder | $716 | $2,208-67.6% | $6,153-88.4% | $1,944-63.2% |