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 | $49,280 | $69,010-28.6% | $159,960-69.2% | $68,494-28.1% |
| Participation rate | 45.5% | 65.4%-20.0pp | 78.0%-32.5pp | 67.9%-22.4pp |
| Annual return | -16.33% | -9.65%-6.7pp | 408.60%-424.9pp | -7.84%-8.5pp |
| Employer contribution / active EE | $971 | $2,213-56.1% | $4,226-77.0% | $2,596-62.6% |
| Participant deferral / active EE | $1,113 | $4,212-73.6% | $6,182-82.0% | $4,027-72.4% |
| Admin fee / account holder | $1,121 | $4,798-76.6% | $8,698-87.1% | $5,403-79.2% |