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 | $78,764 | $133,958-41.2% | $112,228-29.8% | $134,475-41.4% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -9.42% | 47.11%-56.5pp | 27.45%-36.9pp | 417.96%-427.4pp |
| Employer contribution / active EE | $11,116 | $4,038+175.3% | $3,635+205.8% | $4,740+134.5% |
| Participant deferral / active EE | $679 | $5,291-87.2% | $4,728-85.6% | $6,400-89.4% |
| Admin fee / account holder | $3,782 | $7,489-49.5% | $6,410-41.0% | $11,426-66.9% |