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 | $178,081 | $53,162+235.0% | $91,220+95.2% | $68,494+160.0% |
| Participation rate | 35.7% | 63.2%-27.5pp | 73.2%-37.5pp | 67.9%-32.2pp |
| Annual return | -15.03% | -3.14%-11.9pp | 114.01%-129.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $901 | $1,709-47.3% | $2,850-68.4% | $2,596-65.3% |
| Participant deferral / active EE | $982 | $2,974-67.0% | $4,234-76.8% | $4,027-75.6% |
| Admin fee / account holder | $74,551 | $4,493+1559.1% | $5,420+1275.6% | $5,403+1279.9% |