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 | $92,463 | $49,451+87.0% | $79,550+16.2% | $66,914+38.2% |
| Participation rate | 10.5% | 61.3%-50.9pp | 69.5%-59.0pp | 69.8%-59.3pp |
| Annual return | 11.48% | 84.25%-72.8pp | 0.16%+11.3pp | 1.58%+9.9pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $271 | $3,159-91.4% | $3,985-93.2% | $4,237-93.6% |
| Admin fee / account holder | $914 | $595+53.7% | $6,832-86.6% | $593+54.1% |