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 | $72,928 | $211,958-65.6% | $169,463-57.0% | $135,375-46.1% |
| Participation rate | 41.7% | 82.6%-41.0pp | 77.8%-36.1pp | 82.6%-41.0pp |
| Annual return | -3.81% | 3.26%-7.1pp | 1.83%-5.6pp | 519.73%-523.5pp |
| Employer contribution / active EE | $625 | $5,120-87.8% | $4,159-85.0% | $4,779-86.9% |
| Participant deferral / active EE | $718 | $6,075-88.2% | $5,277-86.4% | $5,609-87.2% |
| Admin fee / account holder | $9,041 | $11,471-21.2% | $9,109-0.8% | $10,827-16.5% |