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 | $65,246 | $167,484-61.0% | $151,611-57.0% | $134,475-51.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -15.47% | 7.80%-23.3pp | 3.33%-18.8pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,075 | $6,829-69.6% | $6,166-66.4% | $4,740-56.2% |
| Participant deferral / active EE | $2,100 | $8,986-76.6% | $8,363-74.9% | $6,400-67.2% |
| Admin fee / account holder | $8,071 | $13,783-41.4% | $11,616-30.5% | $11,426-29.4% |