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 | $50,030 | $85,766-41.7% | $136,294-63.3% | $70,131-28.7% |
| Participation rate | 9.4% | 74.2%-64.8pp | 81.9%-72.5pp | 69.5%-60.2pp |
| Annual return | 20.23% | 31.45%-11.2pp | 5155.94%-5135.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $407 | $5,051-91.9% | $6,247-93.5% | $3,332-87.8% |
| Admin fee / account holder | $3,006 | $5,420-44.5% | $9,243-67.5% | $4,645-35.3% |