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 | $48,930 | $99,640-50.9% | $86,436-43.4% | $134,475-63.6% |
| Participation rate | 64.3% | 82.0%-17.8pp | 80.3%-16.0pp | 81.2%-16.9pp |
| Annual return | -17.43% | 6782.58%-6800.0pp | 4394.89%-4412.3pp | 417.96%-435.4pp |
| Employer contribution / active EE | $777 | $4,400-82.3% | $3,769-79.4% | $4,740-83.6% |
| Participant deferral / active EE | $1,787 | $7,246-75.3% | $6,952-74.3% | $6,400-72.1% |
| Admin fee / account holder | $906 | $8,371-89.2% | $6,731-86.5% | $11,426-92.1% |