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 | $47,009 | $124,281-62.2% | $109,143-56.9% | $167,490-71.9% |
| Participation rate | 56.5% | 79.4%-22.9pp | 75.9%-19.4pp | 82.1%-25.6pp |
| Annual return | 14.40% | 26.04%-11.6pp | 25.75%-11.3pp | 478.56%-464.2pp |
| Employer contribution / active EE | $11,225 | $4,207+166.8% | $3,722+201.6% | $4,837+132.0% |
| Participant deferral / active EE | $764 | $5,255-85.5% | $4,653-83.6% | $6,341-87.9% |
| Admin fee / account holder | $1,488 | $7,970-81.3% | $6,752-78.0% | $12,309-87.9% |