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 | $56,289 | $160,055-64.8% | $140,016-59.8% | $135,375-58.4% |
| Participation rate | 54.5% | 88.5%-34.0pp | 87.5%-33.0pp | 82.6%-28.1pp |
| Annual return | -6.09% | 911.38%-917.5pp | 651.12%-657.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,588 | $6,420-75.3% | $5,606-71.7% | $4,779-66.8% |
| Participant deferral / active EE | $2,576 | $7,642-66.3% | $6,927-62.8% | $5,609-54.1% |
| Admin fee / account holder | $906 | $13,328-93.2% | $10,705-91.5% | $10,827-91.6% |