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 | $68,988 | $167,484-58.8% | $151,611-54.5% | $134,475-48.7% |
| Participation rate | 61.9% | 88.4%-26.5pp | 87.5%-25.6pp | 81.2%-19.3pp |
| Annual return | -14.26% | 7.80%-22.1pp | 3.33%-17.6pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,593 | $6,829-76.7% | $6,166-74.2% | $4,740-66.4% |
| Participant deferral / active EE | $1,104 | $8,986-87.7% | $8,363-86.8% | $6,400-82.7% |
| Admin fee / account holder | $832 | $13,783-94.0% | $11,616-92.8% | $11,426-92.7% |