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 | $83,018 | $106,543-22.1% | $91,220-9.0% | $134,475-38.3% |
| Participation rate | 41.7% | 76.8%-35.1pp | 73.2%-31.5pp | 81.2%-39.6pp |
| Annual return | -17.73% | 160.60%-178.3pp | 114.01%-131.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,405 | $3,331-57.8% | $2,850-50.7% | $4,740-70.3% |
| Participant deferral / active EE | $238 | $4,719-95.0% | $4,234-94.4% | $6,400-96.3% |
| Admin fee / account holder | $696 | $6,231-88.8% | $5,420-87.2% | $11,426-93.9% |