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 | $39,638 | $100,754-60.7% | $86,677-54.3% | $134,475-70.5% |
| Participation rate | 47.4% | 78.9%-31.6pp | 76.6%-29.2pp | 81.2%-33.9pp |
| Annual return | -16.16% | 29.04%-45.2pp | 35.91%-52.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,087 | $3,489-68.8% | $2,836-61.7% | $4,740-77.1% |
| Participant deferral / active EE | $1,261 | $5,338-76.4% | $4,656-72.9% | $6,400-80.3% |
| Admin fee / account holder | $2,095 | $10,926-80.8% | $7,493-72.0% | $11,426-81.7% |