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 | $27,414 | $190,805-85.6% | $159,960-82.9% | $134,475-79.6% |
| Participation rate | 58.3% | 81.9%-23.6pp | 78.0%-19.6pp | 81.2%-22.9pp |
| Annual return | -15.80% | 552.23%-568.0pp | 408.60%-424.4pp | 417.96%-433.8pp |
| Employer contribution / active EE | $802 | $4,995-83.9% | $4,226-81.0% | $4,740-83.1% |
| Participant deferral / active EE | $1,106 | $6,923-84.0% | $6,182-82.1% | $6,400-82.7% |
| Admin fee / account holder | $914 | $10,471-91.3% | $8,698-89.5% | $11,426-92.0% |