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 | $138,518 | $167,484-17.3% | $151,611-8.6% | $134,475+3.0% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.5%-30.4pp | 81.2%-24.1pp |
| Annual return | -15.92% | 7.80%-23.7pp | 3.33%-19.3pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,690 | $6,829-75.3% | $6,166-72.6% | $4,740-64.3% |
| Participant deferral / active EE | $2,818 | $8,986-68.6% | $8,363-66.3% | $6,400-56.0% |
| Admin fee / account holder | $6,131 | $13,783-55.5% | $11,616-47.2% | $11,426-46.3% |