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 | $57,194 | $70,669-19.1% | $169,368-66.2% | $75,163-23.9% |
| Participation rate | 35.3% | 64.8%-29.5pp | 77.1%-41.9pp | 67.2%-31.9pp |
| Annual return | 15.60% | 36.36%-20.8pp | 405.60%-390.0pp | 160.62%-145.0pp |
| Employer contribution / active EE | $457 | $2,211-79.3% | $4,013-88.6% | $2,670-82.9% |
| Participant deferral / active EE | $1,352 | $4,311-68.6% | $6,221-78.3% | $4,125-67.2% |
| Admin fee / account holder | $15,495 | $5,402+186.8% | $9,003+72.1% | $5,651+174.2% |