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 | $149,595 | $167,307-10.6% | $143,757+4.1% | $134,475+11.2% |
| Participation rate | 65.2% | 84.8%-19.6pp | 80.3%-15.1pp | 81.2%-16.0pp |
| Annual return | -11.92% | 0.46%-12.4pp | -0.04%-11.9pp | 417.96%-429.9pp |
| Employer contribution / active EE | $4,093 | $5,619-27.2% | $4,951-17.3% | $4,740-13.7% |
| Participant deferral / active EE | $764 | $6,446-88.1% | $5,637-86.4% | $6,400-88.1% |
| Admin fee / account holder | $1,857 | $18,088-89.7% | $14,673-87.3% | $11,426-83.8% |