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 | $34,738 | $45,152-23.1% | $73,843-53.0% | $59,632-41.7% |
| Participation rate | 67.9% | 64.0%+3.8pp | 73.4%-5.6pp | 68.7%-0.8pp |
| Annual return | -1.33% | 27.40%-28.7pp | 2267.84%-2269.2pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $5,235 | $1,902+175.3% | $2,787+87.8% | $2,203+137.7% |
| Participant deferral / active EE | $601 | $2,574-76.7% | $3,583-83.2% | $3,192-81.2% |
| Admin fee / account holder | $4,139 | $3,516+17.7% | $4,880-15.2% | $4,297-3.7% |