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 5-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 | $24,283 | $73,360-66.9% | $177,989-86.4% | $74,495-67.4% |
| Participation rate | 46.8% | 66.6%-19.9pp | 77.1%-30.3pp | 67.2%-20.4pp |
| Annual return | 12.49% | 17.49%-5.0pp | 294.48%-282.0pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $760 | $2,216-65.7% | $3,949-80.7% | $2,623-71.0% |
| Participant deferral / active EE | $1,287 | $4,513-71.5% | $6,276-79.5% | $4,346-70.4% |
| Admin fee / account holder | $5,392 | $1,808+198.3% | $10,363-48.0% | $1,942+177.7% |