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 | $73,562 | $99,640-26.2% | $86,436-14.9% | $134,475-45.3% |
| Participation rate | 40.0% | 82.0%-42.0pp | 80.3%-40.3pp | 81.2%-41.2pp |
| Annual return | -16.85% | 6782.58%-6799.4pp | 4394.89%-4411.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $651 | $4,400-85.2% | $3,769-82.7% | $4,740-86.3% |
| Participant deferral / active EE | $920 | $7,246-87.3% | $6,952-86.8% | $6,400-85.6% |
| Admin fee / account holder | $3,582 | $8,371-57.2% | $6,731-46.8% | $11,426-68.7% |