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 | $42,739 | $102,317-58.2% | $146,958-70.9% | $80,856-47.1% |
| Participation rate | 45.5% | 75.8%-30.4pp | 82.2%-36.7pp | 67.6%-22.2pp |
| Annual return | 19.69% | 134.76%-115.1pp | 418.34%-398.6pp | 35.59%-15.9pp |
| Employer contribution / active EE | $919 | $3,713-75.2% | $4,933-81.4% | $2,755-66.6% |
| Participant deferral / active EE | $2,274 | $6,644-65.8% | $8,070-71.8% | $4,296-47.1% |
| Admin fee / account holder | $12,786 | $7,941+61.0% | $12,998-1.6% | $6,918+84.8% |