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 5-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 | $62,373 | $100,754-38.1% | $86,677-28.0% | $134,475-53.6% |
| Participation rate | 69.6% | 78.9%-9.4pp | 76.6%-7.0pp | 81.2%-11.7pp |
| Annual return | -7.69% | 29.04%-36.7pp | 35.91%-43.6pp | 417.96%-425.7pp |
| Employer contribution / active EE | $1,815 | $3,489-48.0% | $2,836-36.0% | $4,740-61.7% |
| Participant deferral / active EE | $1,371 | $5,338-74.3% | $4,656-70.5% | $6,400-78.6% |
| Admin fee / account holder | $31,983 | $10,926+192.7% | $7,493+326.8% | $11,426+179.9% |