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 | $71,465 | $110,094-35.1% | $151,611-52.9% | $68,494+4.3% |
| Participation rate | 64.6% | 84.0%-19.4pp | 87.5%-22.9pp | 67.9%-3.3pp |
| Annual return | -12.44% | -10.12%-2.3pp | 3.33%-15.8pp | -7.84%-4.6pp |
| Employer contribution / active EE | $1,944 | $4,471-56.5% | $6,166-68.5% | $2,596-25.1% |
| Participant deferral / active EE | $2,616 | $6,527-59.9% | $8,363-68.7% | $4,027-35.0% |
| Admin fee / account holder | $6,059 | $7,719-21.5% | $11,616-47.8% | $5,403+12.2% |