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 | $169,869 | $73,004+132.7% | $90,749+87.2% | $68,494+148.0% |
| Participation rate | 28.3% | 70.8%-42.5pp | 75.7%-47.4pp | 67.9%-39.6pp |
| Annual return | -6.05% | -13.81%+7.8pp | -12.16%+6.1pp | -7.84%+1.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,167 | $3,627-67.8% | $4,564-74.4% | $4,027-71.0% |
| Admin fee / account holder | $6,043 | $5,896+2.5% | $8,445-28.4% | $5,403+11.9% |