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 | $48,389 | $74,661-35.2% | $160,784-69.9% | $67,986-28.8% |
| Participation rate | 27.3% | 57.1%-29.9pp | 77.0%-49.7pp | 57.2%-29.9pp |
| Annual return | 16.56% | 28.83%-12.3pp | 1803.92%-1787.4pp | 31.67%-15.1pp |
| Employer contribution / active EE | $423 | $1,829-76.8% | $3,733-88.7% | $2,019-79.0% |
| Participant deferral / active EE | $1,018 | $3,681-72.4% | $6,293-83.8% | $3,358-69.7% |
| Admin fee / account holder | $1,305 | $3,959-67.0% | $9,717-86.6% | $3,203-59.3% |