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 | $61,412 | $106,355-42.3% | $237,244-74.1% | $116,875-47.5% |
| Participation rate | 54.1% | 71.9%-17.8pp | 80.3%-26.2pp | 74.5%-20.5pp |
| Annual return | 14.17% | 17.03%-2.9pp | 4131.29%-4117.1pp | 16.29%-2.1pp |
| Employer contribution / active EE | $2,367 | $1,595+48.4% | $4,351-45.6% | $3,288-28.0% |
| Participant deferral / active EE | $1,252 | $3,396-63.1% | $4,056-69.1% | $3,885-67.8% |
| Admin fee / account holder | $27,028 | $11,423+136.6% | $18,030+49.9% | $12,263+120.4% |