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 | $43,626 | $105,860-58.8% | $90,749-51.9% | $134,475-67.6% |
| Participation rate | 54.5% | 78.2%-23.7pp | 75.7%-21.1pp | 81.2%-26.7pp |
| Annual return | -19.47% | -11.01%-8.5pp | -12.16%-7.3pp | 417.96%-437.4pp |
| Employer contribution / active EE | $652 | $3,462-81.2% | $2,921-77.7% | $4,740-86.2% |
| Participant deferral / active EE | $741 | $5,216-85.8% | $4,564-83.8% | $6,400-88.4% |
| Admin fee / account holder | $4,849 | $13,938-65.2% | $8,445-42.6% | $11,426-57.6% |