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 | $73,094 | $180,449-59.5% | $154,107-52.6% | $135,375-46.0% |
| Participation rate | 56.5% | 87.4%-30.9pp | 83.0%-26.5pp | 82.6%-26.1pp |
| Annual return | -5.54% | 888.09%-893.6pp | 735.12%-740.7pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,684 | $6,035-72.1% | $5,298-68.2% | $4,779-64.8% |
| Participant deferral / active EE | $821 | $5,806-85.9% | $5,081-83.8% | $5,609-85.4% |
| Admin fee / account holder | $874 | $16,143-94.6% | $13,411-93.5% | $10,827-91.9% |