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 | $20,984 | $138,044-84.8% | $125,339-83.3% | $134,475-84.4% |
| Participation rate | 68.4% | 84.5%-16.1pp | 82.4%-13.9pp | 81.2%-12.8pp |
| Annual return | -16.49% | 750.33%-766.8pp | 572.05%-588.5pp | 417.96%-434.5pp |
| Employer contribution / active EE | $1,275 | $5,243-75.7% | $4,814-73.5% | $4,740-73.1% |
| Participant deferral / active EE | $1,921 | $7,799-75.4% | $7,446-74.2% | $6,400-70.0% |
| Admin fee / account holder | $3,290 | $11,571-71.6% | $10,010-67.1% | $11,426-71.2% |