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 | $125,820 | $77,813+61.7% | $123,544+1.8% | $64,186+96.0% |
| Participation rate | 44.4% | 74.7%-30.3pp | 82.3%-37.9pp | 69.6%-25.1pp |
| Annual return | -5.65% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,795 | $3,014-40.4% | $4,628-61.2% | $2,381-24.6% |
| Participant deferral / active EE | $2,181 | $5,240-58.4% | $6,426-66.1% | $3,470-37.1% |
| Admin fee / account holder | $13,621 | $5,519+146.8% | $9,284+46.7% | $4,888+178.7% |