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 | $72,416 | $99,640-27.3% | $86,436-16.2% | $134,475-46.1% |
| Participation rate | 52.2% | 82.0%-29.9pp | 80.3%-28.1pp | 81.2%-29.0pp |
| Annual return | -12.69% | 6782.58%-6795.3pp | 4394.89%-4407.6pp | 417.96%-430.7pp |
| Employer contribution / active EE | $625 | $4,400-85.8% | $3,769-83.4% | $4,740-86.8% |
| Participant deferral / active EE | $1,704 | $7,246-76.5% | $6,952-75.5% | $6,400-73.4% |
| Admin fee / account holder | $41,506 | $8,371+395.8% | $6,731+516.6% | $11,426+263.3% |