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 | $53,700 | $129,942-58.7% | $104,294-48.5% | $134,475-60.1% |
| Participation rate | 60.0% | 79.5%-19.5pp | 73.3%-13.3pp | 81.2%-21.2pp |
| Annual return | -12.02% | 42.03%-54.1pp | 24.61%-36.6pp | 417.96%-430.0pp |
| Employer contribution / active EE | $3,298 | $4,184-21.2% | $3,372-2.2% | $4,740-30.4% |
| Participant deferral / active EE | $580 | $5,588-89.6% | $4,625-87.5% | $6,400-90.9% |
| Admin fee / account holder | $492 | $9,323-94.7% | $7,339-93.3% | $11,426-95.7% |