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 | $45,790 | $138,065-66.8% | $123,544-62.9% | $135,375-66.2% |
| Participation rate | 45.5% | 84.7%-39.3pp | 82.3%-36.8pp | 82.6%-37.2pp |
| Annual return | -4.42% | 153.68%-158.1pp | 119.20%-123.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $1,060 | $5,151-79.4% | $4,628-77.1% | $4,779-77.8% |
| Participant deferral / active EE | $2,019 | $6,799-70.3% | $6,426-68.6% | $5,609-64.0% |
| Admin fee / account holder | $21,388 | $10,916+95.9% | $9,284+130.4% | $10,827+97.5% |