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 | $25,197 | $56,199-55.2% | $67,652-62.8% | $59,632-57.7% |
| Participation rate | 62.2% | 71.5%-9.3pp | 75.7%-13.5pp | 68.7%-6.5pp |
| Annual return | -1.73% | 18505.31%-18507.0pp | 6625.04%-6626.8pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $804 | $1,614-50.2% | $2,266-64.5% | $2,203-63.5% |
| Participant deferral / active EE | $1,195 | $2,844-58.0% | $3,560-66.4% | $3,192-62.6% |
| Admin fee / account holder | $1,248 | $3,958-68.5% | $4,821-74.1% | $4,297-71.0% |