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 | $104,528 | $73,867+41.5% | $143,757-27.3% | $68,494+52.6% |
| Participation rate | 15.2% | 66.7%-51.4pp | 80.3%-65.1pp | 67.9%-52.7pp |
| Annual return | -1.93% | 1.01%-2.9pp | -0.04%-1.9pp | -7.84%+5.9pp |
| Employer contribution / active EE | $1,207 | $3,184-62.1% | $4,951-75.6% | $2,596-53.5% |
| Participant deferral / active EE | $801 | $3,384-76.3% | $5,637-85.8% | $4,027-80.1% |
| Admin fee / account holder | $5,931 | $5,755+3.1% | $14,673-59.6% | $5,403+9.8% |