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 | $32,975 | $80,812-59.2% | $160,784-79.5% | $82,448-60.0% |
| Participation rate | 49.5% | 66.2%-16.8pp | 77.0%-27.5pp | 68.1%-18.6pp |
| Annual return | 16.13% | 100.59%-84.5pp | 1803.92%-1787.8pp | 41.64%-25.5pp |
| Employer contribution / active EE | $672 | $2,174-69.1% | $3,733-82.0% | $2,551-73.6% |
| Participant deferral / active EE | $1,193 | $4,335-72.5% | $6,293-81.0% | $4,139-71.2% |
| Admin fee / account holder | $11,865 | $7,695+54.2% | $9,717+22.1% | $7,234+64.0% |