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 | $13,062 | $76,407-82.9% | $150,298-91.3% | $82,448-84.2% |
| Participation rate | 57.4% | 66.4%-9.0pp | 77.8%-20.3pp | 68.1%-10.6pp |
| Annual return | 89.74% | 39.99%+49.7pp | 62.79%+27.0pp | 41.64%+48.1pp |
| Employer contribution / active EE | $2,005 | $2,614-23.3% | $4,154-51.7% | $2,551-21.4% |
| Participant deferral / active EE | $535 | $3,214-83.3% | $5,453-90.2% | $4,139-87.1% |
| Admin fee / account holder | $1,566 | $6,352-75.3% | $14,116-88.9% | $7,234-78.4% |