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 | $25,334 | $76,000-66.7% | $154,107-83.6% | $64,186-60.5% |
| Participation rate | 60.9% | 70.4%-9.5pp | 83.0%-22.2pp | 69.6%-8.7pp |
| Annual return | -6.93% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,566 | $3,351-53.3% | $5,298-70.4% | $2,381-34.2% |
| Participant deferral / active EE | $486 | $3,175-84.7% | $5,081-90.4% | $3,470-86.0% |
| Admin fee / account holder | $1,926 | $5,596-65.6% | $13,411-85.6% | $4,888-60.6% |