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 | $67,385 | $82,664-18.5% | $125,339-46.2% | $68,494-1.6% |
| Participation rate | 63.0% | 75.0%-12.1pp | 82.4%-19.4pp | 67.9%-4.9pp |
| Annual return | -16.79% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,053 | $3,381-68.9% | $4,814-78.1% | $2,596-59.4% |
| Participant deferral / active EE | $1,678 | $6,110-72.5% | $7,446-77.5% | $4,027-58.3% |
| Admin fee / account holder | $807 | $6,275-87.1% | $10,010-91.9% | $5,403-85.1% |