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 | $40,769 | $167,484-75.7% | $151,611-73.1% | $134,475-69.7% |
| Participation rate | 64.3% | 88.4%-24.1pp | 87.5%-23.2pp | 81.2%-16.9pp |
| Annual return | -19.32% | 7.80%-27.1pp | 3.33%-22.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,728 | $6,829-74.7% | $6,166-72.0% | $4,740-63.6% |
| Participant deferral / active EE | $2,234 | $8,986-75.1% | $8,363-73.3% | $6,400-65.1% |
| Admin fee / account holder | $9,058 | $13,783-34.3% | $11,616-22.0% | $11,426-20.7% |