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 | $62,361 | $92,703-32.7% | $82,719-24.6% | $134,475-53.6% |
| Participation rate | 43.8% | 75.2%-31.4pp | 72.6%-28.8pp | 81.2%-37.5pp |
| Annual return | -11.35% | 944.92%-956.3pp | 701.18%-712.5pp | 417.96%-429.3pp |
| Employer contribution / active EE | $813 | $3,274-75.2% | $3,009-73.0% | $4,740-82.9% |
| Participant deferral / active EE | $901 | $4,802-81.2% | $4,395-79.5% | $6,400-85.9% |
| Admin fee / account holder | $2,759 | $5,983-53.9% | $5,329-48.2% | $11,426-75.8% |