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 | $126,432 | $82,664+52.9% | $125,339+0.9% | $68,494+84.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -13.01% | -5.97%-7.0pp | 572.05%-585.1pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,916 | $3,381-13.7% | $4,814-39.4% | $2,596+12.3% |
| Participant deferral / active EE | $1,375 | $6,110-77.5% | $7,446-81.5% | $4,027-65.9% |
| Admin fee / account holder | $14,122 | $6,275+125.0% | $10,010+41.1% | $5,403+161.4% |