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 | $26,391 | $138,065-80.9% | $123,544-78.6% | $135,375-80.5% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -8.58% | 153.68%-162.3pp | 119.20%-127.8pp | 519.73%-528.3pp |
| Employer contribution / active EE | $1,069 | $5,151-79.2% | $4,628-76.9% | $4,779-77.6% |
| Participant deferral / active EE | $1,322 | $6,799-80.6% | $6,426-79.4% | $5,609-76.4% |
| Admin fee / account holder | $902 | $10,916-91.7% | $9,284-90.3% | $10,827-91.7% |