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 | $68,129 | $105,860-35.6% | $90,749-24.9% | $134,475-49.3% |
| Participation rate | 31.6% | 78.2%-46.7pp | 75.7%-44.1pp | 81.2%-49.6pp |
| Annual return | -18.30% | -11.01%-7.3pp | -12.16%-6.1pp | 417.96%-436.3pp |
| Employer contribution / active EE | $947 | $3,462-72.7% | $2,921-67.6% | $4,740-80.0% |
| Participant deferral / active EE | $1,226 | $5,216-76.5% | $4,564-73.1% | $6,400-80.8% |
| Admin fee / account holder | $1,031 | $13,938-92.6% | $8,445-87.8% | $11,426-91.0% |