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 | $20,179 | $142,344-85.8% | $119,609-83.1% | $134,475-85.0% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -5.23% | -12.44%+7.2pp | -14.97%+9.7pp | 417.96%-423.2pp |
| Employer contribution / active EE | $1,066 | $5,222-79.6% | $4,232-74.8% | $4,740-77.5% |
| Participant deferral / active EE | $1,677 | $6,469-74.1% | $5,602-70.1% | $6,400-73.8% |
| Admin fee / account holder | $24,845 | $13,584+82.9% | $10,323+140.7% | $11,426+117.4% |