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 | $43,824 | $82,664-47.0% | $125,339-65.0% | $68,494-36.0% |
| Participation rate | 24.3% | 75.0%-50.7pp | 82.4%-58.0pp | 67.9%-43.6pp |
| Annual return | -18.99% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,063 | $3,381-68.6% | $4,814-77.9% | $2,596-59.1% |
| Participant deferral / active EE | $2,141 | $6,110-65.0% | $7,446-71.2% | $4,027-46.8% |
| Admin fee / account holder | $6,216 | $6,275-0.9% | $10,010-37.9% | $5,403+15.1% |