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 | $42,420 | $167,307-74.6% | $143,757-70.5% | $134,475-68.5% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -16.87% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,369 | $5,619-75.6% | $4,951-72.3% | $4,740-71.1% |
| Participant deferral / active EE | $1,689 | $6,446-73.8% | $5,637-70.0% | $6,400-73.6% |
| Admin fee / account holder | $597 | $18,088-96.7% | $14,673-95.9% | $11,426-94.8% |