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 | $24,715 | $138,065-82.1% | $123,544-80.0% | $135,375-81.7% |
| Participation rate | 58.3% | 84.7%-26.4pp | 82.3%-24.0pp | 82.6%-24.3pp |
| Annual return | -8.86% | 153.68%-162.5pp | 119.20%-128.1pp | 519.73%-528.6pp |
| Employer contribution / active EE | $903 | $5,151-82.5% | $4,628-80.5% | $4,779-81.1% |
| Participant deferral / active EE | $1,920 | $6,799-71.8% | $6,426-70.1% | $5,609-65.8% |
| Admin fee / account holder | $2,822 | $10,916-74.1% | $9,284-69.6% | $10,827-73.9% |