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 | $16,292 | $75,828-78.5% | $147,614-89.0% | $59,632-72.7% |
| Participation rate | 42.6% | 71.6%-29.0pp | 84.6%-42.1pp | 68.7%-26.1pp |
| Annual return | 2.55% | 0.37%+2.2pp | 61.98%-59.4pp | 2041.28%-2038.7pp |
| Employer contribution / active EE | $415 | $3,485-88.1% | $5,564-92.5% | $2,203-81.1% |
| Participant deferral / active EE | $569 | $3,130-81.8% | $4,895-88.4% | $3,192-82.2% |
| Admin fee / account holder | $1,313 | $5,985-78.1% | $11,611-88.7% | $4,297-69.4% |