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 | $53,879 | $80,812-33.3% | $160,784-66.5% | $82,448-34.7% |
| Participation rate | 28.9% | 66.2%-37.3pp | 77.0%-48.0pp | 68.1%-39.1pp |
| Annual return | 14.93% | 100.59%-85.7pp | 1803.92%-1789.0pp | 41.64%-26.7pp |
| Employer contribution / active EE | $602 | $2,174-72.3% | $3,733-83.9% | $2,551-76.4% |
| Participant deferral / active EE | $1,237 | $4,335-71.5% | $6,293-80.3% | $4,139-70.1% |
| Admin fee / account holder | $10,506 | $7,695+36.5% | $9,717+8.1% | $7,234+45.2% |