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 5-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 | $68,236 | $167,307-59.2% | $143,757-52.5% | $134,475-49.3% |
| Participation rate | 4.5% | 84.8%-80.3pp | 80.3%-75.8pp | 81.2%-76.7pp |
| Annual return | -15.57% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $2,282 | $5,619-59.4% | $4,951-53.9% | $4,740-51.8% |
| Participant deferral / active EE | $1,848 | $6,446-71.3% | $5,637-67.2% | $6,400-71.1% |
| Admin fee / account holder | $16,790 | $18,088-7.2% | $14,673+14.4% | $11,426+46.9% |