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 | $54,606 | $152,587-64.2% | $125,175-56.4% | $152,861-64.3% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 18.52% | 54.84%-36.3pp | 43.79%-25.3pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,254 | $4,946-74.7% | $3,865-67.6% | $4,762-73.7% |
| Participant deferral / active EE | $1,642 | $5,868-72.0% | $4,937-66.7% | $5,850-71.9% |
| Admin fee / account holder | $107,754 | $13,434+702.1% | $9,702+1010.6% | $11,596+829.2% |