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 | $43,464 | $79,013-45.0% | $100,391-56.7% | $74,495-41.7% |
| Participation rate | 48.0% | 79.5%-31.5pp | 81.5%-33.5pp | 67.2%-19.2pp |
| Annual return | 21.11% | 20.41%+0.7pp | 49.20%-28.1pp | 1364.94%-1343.8pp |
| Employer contribution / active EE | $857 | $3,021-71.6% | $3,942-78.3% | $2,623-67.3% |
| Participant deferral / active EE | $1,988 | $7,760-74.4% | $8,082-75.4% | $4,346-54.3% |
| Admin fee / account holder | $9,144 | $1,320+592.7% | $7,899+15.8% | $1,942+370.9% |