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 | $112,133 | $190,805-41.2% | $159,960-29.9% | $134,475-16.6% |
| Participation rate | 55.0% | 81.9%-26.9pp | 78.0%-23.0pp | 81.2%-26.2pp |
| Annual return | -15.44% | 552.23%-567.7pp | 408.60%-424.0pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,590 | $4,995-48.1% | $4,226-38.7% | $4,740-45.4% |
| Participant deferral / active EE | $646 | $6,923-90.7% | $6,182-89.5% | $6,400-89.9% |
| Admin fee / account holder | $2,815 | $10,471-73.1% | $8,698-67.6% | $11,426-75.4% |