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 | $34,692 | $138,065-74.9% | $123,544-71.9% | $135,375-74.4% |
| Participation rate | 47.6% | 84.7%-37.1pp | 82.3%-34.7pp | 82.6%-35.0pp |
| Annual return | -5.23% | 153.68%-158.9pp | 119.20%-124.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $1,395 | $5,151-72.9% | $4,628-69.9% | $4,779-70.8% |
| Participant deferral / active EE | $1,603 | $6,799-76.4% | $6,426-75.1% | $5,609-71.4% |
| Admin fee / account holder | $2,691 | $10,916-75.3% | $9,284-71.0% | $10,827-75.1% |