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 | $76,821 | $99,079-22.5% | $77,999-1.5% | $273,961-72.0% |
| Participation rate | 33.3% | 78.6%-45.2pp | 75.5%-42.2pp | 83.0%-49.7pp |
| Annual return | 2.03% | 217.93%-215.9pp | 425.96%-423.9pp | 41.45%-39.4pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $855 | $4,306-80.1% | $3,497-75.6% | $5,287-83.8% |
| Admin fee / account holder | $29,970 | $8,954+234.7% | $5,480+446.8% | $10,132+195.8% |