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 | $109,308 | $129,942-15.9% | $104,294+4.8% | $134,475-18.7% |
| Participation rate | 42.1% | 79.5%-37.4pp | 73.3%-31.2pp | 81.2%-39.1pp |
| Annual return | -17.04% | 42.03%-59.1pp | 24.61%-41.6pp | 417.96%-435.0pp |
| Employer contribution / active EE | $0 | $4,184-100.0% | $3,372-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,271 | $5,588-77.3% | $4,625-72.5% | $6,400-80.1% |
| Admin fee / account holder | $1,844 | $9,323-80.2% | $7,339-74.9% | $11,426-83.9% |