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 | $49,844 | $105,860-52.9% | $90,749-45.1% | $134,475-62.9% |
| Participation rate | 58.3% | 78.2%-19.9pp | 75.7%-17.4pp | 81.2%-22.9pp |
| Annual return | -14.68% | -11.01%-3.7pp | -12.16%-2.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,200 | $5,216-77.0% | $4,564-73.7% | $6,400-81.2% |
| Admin fee / account holder | $10,298 | $13,938-26.1% | $8,445+21.9% | $11,426-9.9% |