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 | $59,127 | $82,664-28.5% | $125,339-52.8% | $68,494-13.7% |
| Participation rate | 46.8% | 75.0%-28.3pp | 82.4%-35.6pp | 67.9%-21.1pp |
| Annual return | -13.81% | -5.97%-7.8pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $731 | $3,381-78.4% | $4,814-84.8% | $2,596-71.9% |
| Participant deferral / active EE | $1,508 | $6,110-75.3% | $7,446-79.8% | $4,027-62.6% |
| Admin fee / account holder | $699 | $6,275-88.9% | $10,010-93.0% | $5,403-87.1% |