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 | $35,473 | $133,958-73.5% | $112,228-68.4% | $134,475-73.6% |
| Participation rate | 69.6% | 78.6%-9.0pp | 75.1%-5.5pp | 81.2%-11.7pp |
| Annual return | -16.16% | 47.11%-63.3pp | 27.45%-43.6pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,538 | $4,038-61.9% | $3,635-57.7% | $4,740-67.6% |
| Participant deferral / active EE | $531 | $5,291-90.0% | $4,728-88.8% | $6,400-91.7% |
| Admin fee / account holder | $876 | $7,489-88.3% | $6,410-86.3% | $11,426-92.3% |