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 | $42,128 | $190,805-77.9% | $159,960-73.7% | $134,475-68.7% |
| Participation rate | 55.6% | 81.9%-26.4pp | 78.0%-22.4pp | 81.2%-25.7pp |
| Annual return | -16.47% | 552.23%-568.7pp | 408.60%-425.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $941 | $4,995-81.2% | $4,226-77.7% | $4,740-80.2% |
| Participant deferral / active EE | $1,220 | $6,923-82.4% | $6,182-80.3% | $6,400-80.9% |
| Admin fee / account holder | $7,673 | $10,471-26.7% | $8,698-11.8% | $11,426-32.8% |