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 | $62,987 | $97,757-35.6% | $83,848-24.9% | $135,375-53.5% |
| Participation rate | 45.8% | 80.0%-34.1pp | 76.1%-30.3pp | 82.6%-36.8pp |
| Annual return | -4.86% | 1287.37%-1292.2pp | 850.88%-855.7pp | 519.73%-524.6pp |
| Employer contribution / active EE | $700 | $4,222-83.4% | $3,631-80.7% | $4,779-85.4% |
| Participant deferral / active EE | $877 | $4,682-81.3% | $4,082-78.5% | $5,609-84.4% |
| Admin fee / account holder | $527 | $6,674-92.1% | $5,478-90.4% | $10,827-95.1% |