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 | $46,837 | $80,724-42.0% | $103,333-54.7% | $74,495-37.1% |
| Participation rate | 39.1% | 65.7%-26.6pp | 74.5%-35.4pp | 67.2%-28.1pp |
| Annual return | 11.99% | 27.56%-15.6pp | 24.88%-12.9pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,087 | $3,157-65.6% | $3,868-71.9% | $2,623-58.6% |
| Participant deferral / active EE | $1,590 | $3,860-58.8% | $5,057-68.6% | $4,346-63.4% |
| Admin fee / account holder | $5,149 | $2,368+117.4% | $8,355-38.4% | $1,942+165.2% |