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 | $38,268 | $58,927-35.1% | $76,817-50.2% | $72,985-47.6% |
| Participation rate | 26.5% | 67.3%-40.8pp | 72.1%-45.6pp | 69.5%-43.0pp |
| Annual return | 17.63% | 2305.64%-2288.0pp | 1166.11%-1148.5pp | 81.00%-63.4pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $838 | $2,690-68.9% | $3,336-74.9% | $3,607-76.8% |
| Admin fee / account holder | $5,892 | $4,013+46.8% | $6,420-8.2% | $5,124+15.0% |