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 | $63,794 | $91,538-30.3% | $129,995-50.9% | $75,163-15.1% |
| Participation rate | 20.4% | 71.4%-51.0pp | 78.5%-58.1pp | 67.2%-46.8pp |
| Annual return | 24.45% | -631.11%+655.6pp | -137.18%+161.6pp | 160.62%-136.2pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,528 | $4,341-64.8% | $5,820-73.7% | $4,125-62.9% |
| Admin fee / account holder | $28,999 | $6,790+327.1% | $10,614+173.2% | $5,651+413.2% |