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 | $90,758 | $105,860-14.3% | $90,7490% | $134,475-32.5% |
| Participation rate | 26.1% | 78.2%-52.2pp | 75.7%-49.6pp | 81.2%-55.1pp |
| Annual return | -12.57% | -11.01%-1.6pp | -12.16%-0.4pp | 417.96%-430.5pp |
| Employer contribution / active EE | $944 | $3,462-72.7% | $2,921-67.7% | $4,740-80.1% |
| Participant deferral / active EE | $1,207 | $5,216-76.9% | $4,564-73.6% | $6,400-81.1% |
| Admin fee / account holder | $14,354 | $13,938+3.0% | $8,445+70.0% | $11,426+25.6% |