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 | $46,658 | $69,763-33.1% | $67,502-30.9% | $74,495-37.4% |
| Participation rate | 43.0% | 71.4%-28.4pp | 72.9%-29.9pp | 67.2%-24.2pp |
| Annual return | 18.04% | -40.34%+58.4pp | 3512.12%-3494.1pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $928 | $2,704-65.7% | $2,731-66.0% | $2,623-64.6% |
| Participant deferral / active EE | $1,015 | $3,636-72.1% | $4,000-74.6% | $4,346-76.7% |
| Admin fee / account holder | $4,219 | $896+370.9% | $3,998+5.5% | $1,942+117.3% |