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 | $105,020 | $81,900+28.2% | $119,609-12.2% | $68,494+53.3% |
| Participation rate | 67.1% | 71.9%-4.7pp | 79.3%-12.1pp | 67.9%-0.7pp |
| Annual return | -17.21% | -23.82%+6.6pp | -14.97%-2.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,690 | $2,693-37.2% | $4,232-60.1% | $2,596-34.9% |
| Participant deferral / active EE | $1,807 | $4,148-56.4% | $5,602-67.7% | $4,027-55.1% |
| Admin fee / account holder | $1,926 | $6,582-70.7% | $10,323-81.3% | $5,403-64.3% |