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 | $67,292 | $95,862-29.8% | $79,550-15.4% | $134,475-50.0% |
| Participation rate | 54.5% | 75.0%-20.5pp | 69.5%-14.9pp | 81.2%-26.7pp |
| Annual return | -9.60% | -2.69%-6.9pp | 0.16%-9.8pp | 417.96%-427.6pp |
| Employer contribution / active EE | $685 | $3,128-78.1% | $2,413-71.6% | $4,740-85.6% |
| Participant deferral / active EE | $1,052 | $4,693-77.6% | $3,985-73.6% | $6,400-83.6% |
| Admin fee / account holder | $3,068 | $9,126-66.4% | $6,832-55.1% | $11,426-73.1% |