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 | $63,247 | $138,044-54.2% | $125,339-49.5% | $134,475-53.0% |
| Participation rate | 58.8% | 84.5%-25.7pp | 82.4%-23.5pp | 81.2%-22.4pp |
| Annual return | -18.14% | 750.33%-768.5pp | 572.05%-590.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,360 | $5,243-74.1% | $4,814-71.7% | $4,740-71.3% |
| Participant deferral / active EE | $2,292 | $7,799-70.6% | $7,446-69.2% | $6,400-64.2% |
| Admin fee / account holder | $550 | $11,571-95.2% | $10,010-94.5% | $11,426-95.2% |