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 | $83,902-60.7% | $167,512-80.3% | $84,808-61.1% |
| Participation rate | 49.5% | 66.5%-17.0pp | 77.1%-27.6pp | 68.3%-18.8pp |
| Annual return | 16.13% | 91.55%-75.4pp | 1615.79%-1599.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $672 | $2,264-70.3% | $3,882-82.7% | $2,631-74.4% |
| Participant deferral / active EE | $1,193 | $4,442-73.1% | $6,405-81.4% | $4,212-71.7% |
| Admin fee / account holder | $11,865 | $7,915+49.9% | $9,769+21.5% | $7,344+61.6% |