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 | $41,828 | $58,927-29.0% | $76,817-45.5% | $72,985-42.7% |
| Participation rate | 34.4% | 67.3%-32.9pp | 72.1%-37.7pp | 69.5%-35.1pp |
| Annual return | 21.49% | 2305.64%-2284.2pp | 1166.11%-1144.6pp | 81.00%-59.5pp |
| Employer contribution / active EE | $370 | $1,787-79.3% | $2,302-83.9% | $2,440-84.8% |
| Participant deferral / active EE | $929 | $2,690-65.5% | $3,336-72.2% | $3,607-74.3% |
| Admin fee / account holder | $6,145 | $4,013+53.1% | $6,420-4.3% | $5,124+19.9% |