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 | $164,812 | $78,694+109.4% | $67,652+143.6% | $125,391+31.4% |
| Participation rate | 25.0% | 78.8%-53.8pp | 75.7%-50.7pp | 83.2%-58.2pp |
| Annual return | -0.03% | 9.46%-9.5pp | 6625.04%-6625.1pp | 282.22%-282.3pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,213 | $4,292-71.8% | $3,560-65.9% | $5,352-77.3% |
| Admin fee / account holder | $15,892 | $7,403+114.7% | $4,821+229.6% | $9,540+66.6% |