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 | $31,994 | $99,640-67.9% | $86,436-63.0% | $134,475-76.2% |
| Participation rate | 38.1% | 82.0%-44.0pp | 80.3%-42.2pp | 81.2%-43.1pp |
| Annual return | -16.24% | 6782.58%-6798.8pp | 4394.89%-4411.1pp | 417.96%-434.2pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,099 | $7,246-84.8% | $6,952-84.2% | $6,400-82.8% |
| Admin fee / account holder | $2,254 | $8,371-73.1% | $6,731-66.5% | $11,426-80.3% |