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 | $31,528 | $133,958-76.5% | $112,228-71.9% | $134,475-76.6% |
| Participation rate | 31.3% | 78.6%-47.3pp | 75.1%-43.8pp | 81.2%-50.0pp |
| Annual return | -16.23% | 47.11%-63.3pp | 27.45%-43.7pp | 417.96%-434.2pp |
| Employer contribution / active EE | $4,656 | $4,038+15.3% | $3,635+28.1% | $4,740-1.8% |
| Participant deferral / active EE | $16 | $5,291-99.7% | $4,728-99.7% | $6,400-99.8% |
| Admin fee / account holder | $10,109 | $7,489+35.0% | $6,410+57.7% | $11,426-11.5% |