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 | $84,339 | $129,942-35.1% | $104,294-19.1% | $134,475-37.3% |
| Participation rate | 47.8% | 79.5%-31.7pp | 73.3%-25.4pp | 81.2%-33.4pp |
| Annual return | -18.79% | 42.03%-60.8pp | 24.61%-43.4pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,157 | $4,184-72.3% | $3,372-65.7% | $4,740-75.6% |
| Participant deferral / active EE | $1,208 | $5,588-78.4% | $4,625-73.9% | $6,400-81.1% |
| Admin fee / account holder | $14,834 | $9,323+59.1% | $7,339+102.1% | $11,426+29.8% |