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 | $34,983 | $91,538-61.8% | $129,995-73.1% | $75,163-53.5% |
| Participation rate | 37.3% | 71.4%-34.1pp | 78.5%-41.2pp | 67.2%-29.9pp |
| Annual return | 15.98% | -631.11%+647.1pp | -137.18%+153.2pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,596 | $2,845-43.9% | $4,320-63.0% | $2,670-40.2% |
| Participant deferral / active EE | $751 | $4,341-82.7% | $5,820-87.1% | $4,125-81.8% |
| Admin fee / account holder | $1,258 | $6,790-81.5% | $10,614-88.1% | $5,651-77.7% |