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 | $28,016 | $56,199-50.1% | $67,652-58.6% | $59,632-53.0% |
| Participation rate | 38.9% | 71.5%-32.6pp | 75.7%-36.8pp | 68.7%-29.8pp |
| Annual return | 3.11% | 18505.31%-18502.2pp | 6625.04%-6621.9pp | 2041.28%-2038.2pp |
| Employer contribution / active EE | $608 | $1,614-62.3% | $2,266-73.2% | $2,203-72.4% |
| Participant deferral / active EE | $761 | $2,844-73.2% | $3,560-78.6% | $3,192-76.1% |
| Admin fee / account holder | $18,434 | $3,958+365.7% | $4,821+282.4% | $4,297+329.0% |