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 | $82,813 | $67,331+23.0% | $60,874+36.0% | $134,475-38.4% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -14.60% | 49.93%-64.5pp | 16.90%-31.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $868 | $3,096-72.0% | $2,701-67.9% | $4,740-81.7% |
| Participant deferral / active EE | $515 | $4,538-88.7% | $3,817-86.5% | $6,400-92.0% |
| Admin fee / account holder | $877 | $4,582-80.9% | $3,224-72.8% | $11,426-92.3% |