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 | $40,918 | $83,902-51.2% | $167,512-75.6% | $84,808-51.8% |
| Participation rate | 29.0% | 66.5%-37.4pp | 77.1%-48.0pp | 68.3%-39.3pp |
| Annual return | 14.70% | 91.55%-76.8pp | 1615.79%-1601.1pp | 40.90%-26.2pp |
| Employer contribution / active EE | $578 | $2,264-74.5% | $3,882-85.1% | $2,631-78.0% |
| Participant deferral / active EE | $1,273 | $4,442-71.4% | $6,405-80.1% | $4,212-69.8% |
| Admin fee / account holder | $3,930 | $7,915-50.4% | $9,769-59.8% | $7,344-46.5% |