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 | $38,713 | $109,881-64.8% | $150,045-74.2% | $84,808-54.4% |
| Participation rate | 18.5% | 76.1%-57.6pp | 82.3%-63.8pp | 68.3%-49.8pp |
| Annual return | 20.08% | 28.25%-8.2pp | 62.55%-42.5pp | 40.90%-20.8pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,361 | $6,636-79.5% | $7,997-83.0% | $4,212-67.7% |
| Admin fee / account holder | $20,506 | $8,568+139.3% | $13,435+52.6% | $7,344+179.2% |