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 | $51,585 | $133,958-61.5% | $112,228-54.0% | $134,475-61.6% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -13.63% | 47.11%-60.7pp | 27.45%-41.1pp | 417.96%-431.6pp |
| Employer contribution / active EE | $1,396 | $4,038-65.4% | $3,635-61.6% | $4,740-70.5% |
| Participant deferral / active EE | $1,396 | $5,291-73.6% | $4,728-70.5% | $6,400-78.2% |
| Admin fee / account holder | $112,273 | $7,489+1399.3% | $6,410+1651.5% | $11,426+882.6% |