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 | $70,318 | $44,642+57.5% | $91,220-22.9% | $66,914+5.1% |
| Participation rate | 24.5% | 64.9%-40.4pp | 73.2%-48.7pp | 69.8%-45.3pp |
| Annual return | -16.45% | -12.29%-4.2pp | 114.01%-130.5pp | 1.58%-18.0pp |
| Employer contribution / active EE | $463 | $1,706-72.9% | $2,850-83.8% | $2,544-81.8% |
| Participant deferral / active EE | $847 | $3,349-74.7% | $4,234-80.0% | $4,237-80.0% |
| Admin fee / account holder | $4,834 | $521+827.0% | $5,420-10.8% | $593+714.8% |