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 | $36,105 | $60,124-39.9% | $90,404-60.1% | $79,858-54.8% |
| Participation rate | 34.3% | 65.0%-30.7pp | 72.7%-38.4pp | 69.6%-35.3pp |
| Annual return | 12.57% | 71.94%-59.4pp | 1293.02%-1280.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $461 | $2,068-77.7% | $3,262-85.9% | $2,471-81.3% |
| Participant deferral / active EE | $574 | $2,938-80.5% | $3,963-85.5% | $3,740-84.6% |
| Admin fee / account holder | $12,095 | $3,976+204.2% | $5,611+115.6% | $5,306+127.9% |