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 | $34,029 | $131,829-74.2% | $108,579-68.7% | $273,961-87.6% |
| Participation rate | 53.8% | 83.5%-29.6pp | 79.6%-25.7pp | 83.0%-29.2pp |
| Annual return | 11.43% | -91.57%+103.0pp | -51.70%+63.1pp | 41.45%-30.0pp |
| Employer contribution / active EE | $1,070 | $4,912-78.2% | $3,758-71.5% | $4,869-78.0% |
| Participant deferral / active EE | $1,070 | $5,127-79.1% | $4,311-75.2% | $5,287-79.8% |
| Admin fee / account holder | $682 | $10,252-93.3% | $7,645-91.1% | $10,132-93.3% |