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 | $57,219 | $85,790-33.3% | $67,313-15.0% | $135,375-57.7% |
| Participation rate | 39.1% | 76.5%-37.3pp | 69.1%-30.0pp | 82.6%-43.5pp |
| Annual return | -7.16% | -0.54%-6.6pp | -4.08%-3.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $898 | $3,487-74.2% | $2,566-65.0% | $4,779-81.2% |
| Participant deferral / active EE | $975 | $4,651-79.0% | $3,568-72.7% | $5,609-82.6% |
| Admin fee / account holder | $3,087 | $6,392-51.7% | $4,507-31.5% | $10,827-71.5% |