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 | $29,267 | $100,754-71.0% | $86,677-66.2% | $134,475-78.2% |
| Participation rate | 64.3% | 78.9%-14.6pp | 76.6%-12.3pp | 81.2%-16.9pp |
| Annual return | -17.31% | 29.04%-46.3pp | 35.91%-53.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,217 | $3,489-65.1% | $2,836-57.1% | $4,740-74.3% |
| Participant deferral / active EE | $1,677 | $5,338-68.6% | $4,656-64.0% | $6,400-73.8% |
| Admin fee / account holder | $390 | $10,926-96.4% | $7,493-94.8% | $11,426-96.6% |