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 | $29,771 | $48,230-38.3% | $67,502-55.9% | $80,856-63.2% |
| Participation rate | 59.0% | 66.4%-7.4pp | 72.9%-13.9pp | 67.6%-8.6pp |
| Annual return | 12.14% | 18.28%-6.1pp | 3512.12%-3500.0pp | 35.59%-23.5pp |
| Employer contribution / active EE | $693 | $2,020-65.7% | $2,731-74.6% | $2,755-74.9% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,871 | $3,681-49.2% | $3,998-53.2% | $6,918-73.0% |