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 | $104,074 | $147,727-29.5% | $115,756-10.1% | $134,475-22.6% |
| Participation rate | 40.0% | 80.4%-40.4pp | 77.1%-37.1pp | 81.2%-41.2pp |
| Annual return | -17.32% | 73.96%-91.3pp | 143.14%-160.5pp | 417.96%-435.3pp |
| Employer contribution / active EE | $931 | $4,713-80.2% | $3,793-75.5% | $4,740-80.4% |
| Participant deferral / active EE | $1,776 | $7,563-76.5% | $6,254-71.6% | $6,400-72.2% |
| Admin fee / account holder | $3,622 | $14,571-75.1% | $8,124-55.4% | $11,426-68.3% |