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 | $11,877 | $67,331-82.4% | $60,874-80.5% | $134,475-91.2% |
| Participation rate | 63.2% | 76.2%-13.0pp | 73.1%-10.0pp | 81.2%-18.1pp |
| Annual return | -11.82% | 49.93%-61.8pp | 16.90%-28.7pp | 417.96%-429.8pp |
| Employer contribution / active EE | $1,245 | $3,096-59.8% | $2,701-53.9% | $4,740-73.7% |
| Participant deferral / active EE | $169 | $4,538-96.3% | $3,817-95.6% | $6,400-97.4% |
| Admin fee / account holder | $881 | $4,582-80.8% | $3,224-72.7% | $11,426-92.3% |