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 | $64,530 | $67,331-4.2% | $60,874+6.0% | $134,475-52.0% |
| Participation rate | 61.1% | 76.2%-15.1pp | 73.1%-12.0pp | 81.2%-20.1pp |
| Annual return | -20.02% | 49.93%-70.0pp | 16.90%-36.9pp | 417.96%-438.0pp |
| Employer contribution / active EE | $405 | $3,096-86.9% | $2,701-85.0% | $4,740-91.5% |
| Participant deferral / active EE | $601 | $4,538-86.8% | $3,817-84.3% | $6,400-90.6% |
| Admin fee / account holder | $10,250 | $4,582+123.7% | $3,224+217.9% | $11,426-10.3% |