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 | $40,959 | $82,664-50.5% | $125,339-67.3% | $68,494-40.2% |
| Participation rate | 44.0% | 75.0%-31.0pp | 82.4%-38.4pp | 67.9%-23.9pp |
| Annual return | -16.78% | -5.97%-10.8pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,777 | $3,381-47.4% | $4,814-63.1% | $2,596-31.6% |
| Participant deferral / active EE | $2,126 | $6,110-65.2% | $7,446-71.4% | $4,027-47.2% |
| Admin fee / account holder | $1,514 | $6,275-75.9% | $10,010-84.9% | $5,403-72.0% |