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 | $68,828 | $138,044-50.1% | $125,339-45.1% | $134,475-48.8% |
| Participation rate | 45.5% | 84.5%-39.0pp | 82.4%-36.9pp | 81.2%-35.8pp |
| Annual return | -6.02% | 750.33%-756.3pp | 572.05%-578.1pp | 417.96%-424.0pp |
| Employer contribution / active EE | $1,318 | $5,243-74.9% | $4,814-72.6% | $4,740-72.2% |
| Participant deferral / active EE | $1,994 | $7,799-74.4% | $7,446-73.2% | $6,400-68.8% |
| Admin fee / account holder | $811 | $11,571-93.0% | $10,010-91.9% | $11,426-92.9% |