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 | $24,498 | $82,664-70.4% | $125,339-80.5% | $68,494-64.2% |
| Participation rate | 61.7% | 75.0%-13.4pp | 82.4%-20.7pp | 67.9%-6.2pp |
| Annual return | -13.70% | -5.97%-7.7pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,388 | $3,381-58.9% | $4,814-71.2% | $2,596-46.5% |
| Participant deferral / active EE | $2,486 | $6,110-59.3% | $7,446-66.6% | $4,027-38.3% |
| Admin fee / account holder | $2,924 | $6,275-53.4% | $10,010-70.8% | $5,403-45.9% |