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 | $65,537 | $82,664-20.7% | $125,339-47.7% | $68,494-4.3% |
| Participation rate | 59.2% | 75.0%-15.9pp | 82.4%-23.2pp | 67.9%-8.7pp |
| Annual return | 31.98% | -5.97%+37.9pp | 572.05%-540.1pp | -7.84%+39.8pp |
| Employer contribution / active EE | $1,398 | $3,381-58.6% | $4,814-71.0% | $2,596-46.1% |
| Participant deferral / active EE | $1,257 | $6,110-79.4% | $7,446-83.1% | $4,027-68.8% |
| Admin fee / account holder | $5,098 | $6,275-18.8% | $10,010-49.1% | $5,403-5.6% |