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 | $152,759 | $48,230+216.7% | $67,502+126.3% | $80,856+88.9% |
| Participation rate | 59.8% | 66.4%-6.6pp | 72.9%-13.1pp | 67.6%-7.8pp |
| Annual return | 11.28% | 18.28%-7.0pp | 3512.12%-3500.8pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $544 | $2,924-81.4% | $4,000-86.4% | $4,296-87.3% |
| Admin fee / account holder | $21,044 | $3,681+471.7% | $3,998+426.4% | $6,918+204.2% |