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 | $75,920 | $99,032-23.3% | $80,019-5.1% | $135,375-43.9% |
| Participation rate | 39.1% | 78.4%-39.2pp | 75.8%-36.7pp | 82.6%-43.5pp |
| Annual return | -7.04% | 15.39%-22.4pp | 11.22%-18.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,046 | $4,282-75.6% | $3,686-71.6% | $5,609-81.4% |
| Admin fee / account holder | $4,376 | $10,436-58.1% | $6,521-32.9% | $10,827-59.6% |