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 | $38,416 | $197,825-80.6% | $155,790-75.3% | $125,391-69.4% |
| Participation rate | 28.6% | 82.1%-53.5pp | 76.1%-47.5pp | 83.2%-54.6pp |
| Annual return | -0.34% | 86.74%-87.1pp | 71.54%-71.9pp | 282.22%-282.6pp |
| Employer contribution / active EE | $623 | $4,847-87.1% | $3,836-83.8% | $4,866-87.2% |
| Participant deferral / active EE | $824 | $5,630-85.4% | $4,797-82.8% | $5,352-84.6% |
| Admin fee / account holder | $5,301 | $9,545-44.5% | $7,478-29.1% | $9,540-44.4% |