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 | $29,577 | $167,484-82.3% | $151,611-80.5% | $134,475-78.0% |
| Participation rate | 55.0% | 88.4%-33.4pp | 87.5%-32.5pp | 81.2%-26.2pp |
| Annual return | -15.09% | 7.80%-22.9pp | 3.33%-18.4pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,554 | $6,829-62.6% | $6,166-58.6% | $4,740-46.1% |
| Participant deferral / active EE | $1,684 | $8,986-81.3% | $8,363-79.9% | $6,400-73.7% |
| Admin fee / account holder | $1,652 | $13,783-88.0% | $11,616-85.8% | $11,426-85.5% |