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 | $32,500 | $67,331-51.7% | $60,874-46.6% | $134,475-75.8% |
| Participation rate | 65.0% | 76.2%-11.2pp | 73.1%-8.1pp | 81.2%-16.2pp |
| Annual return | -17.97% | 49.93%-67.9pp | 16.90%-34.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $470 | $3,096-84.8% | $2,701-82.6% | $4,740-90.1% |
| Participant deferral / active EE | $786 | $4,538-82.7% | $3,817-79.4% | $6,400-87.7% |
| Admin fee / account holder | $1,472 | $4,582-67.9% | $3,224-54.4% | $11,426-87.1% |