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 | $42,235 | $80,753-47.7% | $136,294-69.0% | $62,292-32.2% |
| Participation rate | 34.5% | 73.5%-39.1pp | 81.9%-47.5pp | 69.5%-35.1pp |
| Annual return | 17.69% | 35.83%-18.1pp | 5155.94%-5138.3pp | 28.90%-11.2pp |
| Employer contribution / active EE | $860 | $2,884-70.2% | $4,695-81.7% | $2,042-57.9% |
| Participant deferral / active EE | $1,431 | $5,164-72.3% | $6,247-77.1% | $3,169-54.9% |
| Admin fee / account holder | $928 | $525+76.7% | $9,243-90.0% | $479+93.7% |