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 | $46,634 | $106,543-56.2% | $91,220-48.9% | $134,475-65.3% |
| Participation rate | 53.8% | 76.8%-23.0pp | 73.2%-19.4pp | 81.2%-27.4pp |
| Annual return | -12.31% | 160.60%-172.9pp | 114.01%-126.3pp | 417.96%-430.3pp |
| Employer contribution / active EE | $819 | $3,331-75.4% | $2,850-71.3% | $4,740-82.7% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,341 | $6,231-78.5% | $5,420-75.3% | $11,426-88.3% |