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 | $56,422 | $82,664-31.7% | $125,339-55.0% | $68,494-17.6% |
| Participation rate | 32.0% | 75.0%-43.0pp | 82.4%-50.4pp | 67.9%-35.9pp |
| Annual return | -14.56% | -5.97%-8.6pp | 572.05%-586.6pp | -7.84%-6.7pp |
| Employer contribution / active EE | $1,009 | $3,381-70.2% | $4,814-79.0% | $2,596-61.1% |
| Participant deferral / active EE | $1,985 | $6,110-67.5% | $7,446-73.3% | $4,027-50.7% |
| Admin fee / account holder | $11,219 | $6,275+78.8% | $10,010+12.1% | $5,403+107.7% |