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 | $33,366 | $82,664-59.6% | $125,339-73.4% | $68,494-51.3% |
| Participation rate | 51.0% | 75.0%-24.0pp | 82.4%-31.3pp | 67.9%-16.9pp |
| Annual return | 143.58% | -5.97%+149.5pp | 572.05%-428.5pp | -7.84%+151.4pp |
| Employer contribution / active EE | $1,150 | $3,381-66.0% | $4,814-76.1% | $2,596-55.7% |
| Participant deferral / active EE | $2,039 | $6,110-66.6% | $7,446-72.6% | $4,027-49.4% |
| Admin fee / account holder | $1,962 | $6,275-68.7% | $10,010-80.4% | $5,403-63.7% |