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 | $72,597 | $106,543-31.9% | $91,220-20.4% | $134,475-46.0% |
| Participation rate | 33.3% | 76.8%-43.5pp | 73.2%-39.9pp | 81.2%-47.9pp |
| Annual return | -18.46% | 160.60%-179.1pp | 114.01%-132.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $684 | $3,331-79.5% | $2,850-76.0% | $4,740-85.6% |
| Participant deferral / active EE | $667 | $4,719-85.9% | $4,234-84.3% | $6,400-89.6% |
| Admin fee / account holder | $335 | $6,231-94.6% | $5,420-93.8% | $11,426-97.1% |