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 | $59,127 | $167,484-64.7% | $151,611-61.0% | $134,475-56.0% |
| Participation rate | 68.2% | 88.4%-20.2pp | 87.5%-19.3pp | 81.2%-13.0pp |
| Annual return | -15.42% | 7.80%-23.2pp | 3.33%-18.8pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,677 | $6,829-75.4% | $6,166-72.8% | $4,740-64.6% |
| Participant deferral / active EE | $2,397 | $8,986-73.3% | $8,363-71.3% | $6,400-62.6% |
| Admin fee / account holder | $3,207 | $13,783-76.7% | $11,616-72.4% | $11,426-71.9% |