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 | $81,972 | $59,805+37.1% | $79,550+3.0% | $68,494+19.7% |
| Participation rate | 21.4% | 61.1%-39.6pp | 69.5%-48.1pp | 67.9%-46.5pp |
| Annual return | -14.42% | -12.30%-2.1pp | 0.16%-14.6pp | -7.84%-6.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $858 | $3,024-71.6% | $3,985-78.5% | $4,027-78.7% |
| Admin fee / account holder | $26,542 | $4,835+449.0% | $6,832+288.5% | $5,403+391.3% |