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 | $51,468 | $91,911-44.0% | $68,793-25.2% | $135,375-62.0% |
| Participation rate | 15.4% | 76.7%-61.4pp | 72.2%-56.8pp | 82.6%-67.3pp |
| Annual return | -5.94% | -8.22%+2.3pp | -4.63%-1.3pp | 519.73%-525.7pp |
| Employer contribution / active EE | $494 | $3,924-87.4% | $2,625-81.2% | $4,779-89.7% |
| Participant deferral / active EE | $510 | $4,315-88.2% | $3,311-84.6% | $5,609-90.9% |
| Admin fee / account holder | $1,099 | $9,240-88.1% | $5,131-78.6% | $10,827-89.9% |