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 | $36,508 | $56,629-35.5% | $77,999-53.2% | $55,167-33.8% |
| Participation rate | 23.9% | 73.3%-49.4pp | 75.5%-51.6pp | 69.0%-45.1pp |
| Annual return | 6.03% | 2866.98%-2861.0pp | 425.96%-419.9pp | 169.23%-163.2pp |
| Employer contribution / active EE | $650 | $1,723-62.3% | $2,470-73.7% | $1,963-66.9% |
| Participant deferral / active EE | $1,177 | $2,777-57.6% | $3,497-66.3% | $3,054-61.5% |
| Admin fee / account holder | $897 | $467+92.3% | $5,480-83.6% | $504+78.0% |