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 | $132,649 | $50,958+160.3% | $74,550+77.9% | $64,186+106.7% |
| Participation rate | 67.6% | 61.1%+6.5pp | 69.1%-1.6pp | 69.6%-2.0pp |
| Annual return | -6.41% | -1.86%-4.6pp | 32.53%-38.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $5,053 | $1,115+353.0% | $1,961+157.7% | $2,381+112.2% |
| Participant deferral / active EE | $630 | $2,301-72.6% | $3,108-79.7% | $3,470-81.8% |
| Admin fee / account holder | $3,092 | $4,223-26.8% | $5,060-38.9% | $4,888-36.7% |