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 | $38,745 | $95,416-59.4% | $185,823-79.1% | $85,850-54.9% |
| Participation rate | 36.7% | 68.8%-32.1pp | 81.7%-45.0pp | 69.3%-32.6pp |
| Annual return | 22.50% | 23.59%-1.1pp | 122.05%-99.6pp | 318.53%-296.0pp |
| Employer contribution / active EE | $1,034 | $3,314-68.8% | $5,167-80.0% | $2,565-59.7% |
| Participant deferral / active EE | $643 | $3,423-81.2% | $5,568-88.4% | $3,952-83.7% |
| Admin fee / account holder | $19,615 | $7,213+171.9% | $16,237+20.8% | $6,260+213.3% |