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 | $71,999 | $138,065-47.9% | $123,544-41.7% | $135,375-46.8% |
| Participation rate | 27.3% | 84.7%-57.5pp | 82.3%-55.0pp | 82.6%-55.4pp |
| Annual return | -6.93% | 153.68%-160.6pp | 119.20%-126.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | $0 | $5,151-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,759 | $6,799-74.1% | $6,426-72.6% | $5,609-68.6% |
| Admin fee / account holder | $4,988 | $10,916-54.3% | $9,284-46.3% | $10,827-53.9% |