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 | $47,032 | $60,124-21.8% | $90,404-48.0% | $79,858-41.1% |
| Participation rate | 28.0% | 65.0%-37.0pp | 72.7%-44.7pp | 69.6%-41.6pp |
| Annual return | 10.54% | 71.94%-61.4pp | 1293.02%-1282.5pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $389 | $2,938-86.8% | $3,963-90.2% | $3,740-89.6% |
| Admin fee / account holder | $811 | $3,976-79.6% | $5,611-85.5% | $5,306-84.7% |