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 | $21,837 | $167,307-86.9% | $143,757-84.8% | $134,475-83.8% |
| Participation rate | 65.0% | 84.8%-19.8pp | 80.3%-15.3pp | 81.2%-16.2pp |
| Annual return | -18.58% | 0.46%-19.0pp | -0.04%-18.5pp | 417.96%-436.5pp |
| Employer contribution / active EE | $3,911 | $5,619-30.4% | $4,951-21.0% | $4,740-17.5% |
| Participant deferral / active EE | $1,989 | $6,446-69.1% | $5,637-64.7% | $6,400-68.9% |
| Admin fee / account holder | $349 | $18,088-98.1% | $14,673-97.6% | $11,426-96.9% |