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 | $77,502 | $42,894+80.7% | $60,874+27.3% | $68,494+13.2% |
| Participation rate | 32.4% | 66.8%-34.4pp | 73.1%-40.8pp | 67.9%-35.5pp |
| Annual return | -8.56% | -13.98%+5.4pp | 16.90%-25.5pp | -7.84%-0.7pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $65 | $2,867-97.7% | $3,817-98.3% | $4,027-98.4% |
| Admin fee / account holder | $474 | $3,101-84.7% | $3,224-85.3% | $5,403-91.2% |