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 7-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 | $31,142 | $82,664-62.3% | $125,339-75.2% | $68,494-54.5% |
| Participation rate | 68.7% | 75.0%-6.4pp | 82.4%-13.7pp | 67.9%+0.8pp |
| Annual return | -11.26% | -5.97%-5.3pp | 572.05%-583.3pp | -7.84%-3.4pp |
| Employer contribution / active EE | $1,128 | $3,381-66.6% | $4,814-76.6% | $2,596-56.6% |
| Participant deferral / active EE | $2,319 | $6,110-62.1% | $7,446-68.9% | $4,027-42.4% |
| Admin fee / account holder | $2,299 | $6,275-63.4% | $10,010-77.0% | $5,403-57.5% |