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 | $30,122 | $82,664-63.6% | $125,339-76.0% | $68,494-56.0% |
| Participation rate | 64.3% | 75.0%-10.8pp | 82.4%-18.1pp | 67.9%-3.6pp |
| Annual return | -18.52% | -5.97%-12.6pp | 572.05%-590.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,091 | $3,381-67.7% | $4,814-77.3% | $2,596-58.0% |
| Participant deferral / active EE | $1,936 | $6,110-68.3% | $7,446-74.0% | $4,027-51.9% |
| Admin fee / account holder | $1,180 | $6,275-81.2% | $10,010-88.2% | $5,403-78.2% |