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 | $76,717 | $85,790-10.6% | $67,313+14.0% | $135,375-43.3% |
| Participation rate | 45.5% | 76.5%-31.0pp | 69.1%-23.6pp | 82.6%-37.2pp |
| Annual return | -7.09% | -0.54%-6.6pp | -4.08%-3.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $0 | $3,487-100.0% | $2,566-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,009 | $4,651-78.3% | $3,568-71.7% | $5,609-82.0% |
| Admin fee / account holder | $15,395 | $6,392+140.8% | $4,507+241.6% | $10,827+42.2% |