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 | $76,924 | $46,674+64.8% | $117,472-34.5% | $68,494+12.3% |
| Participation rate | 54.8% | 56.8%-1.9pp | 70.6%-15.7pp | 67.9%-13.0pp |
| Annual return | -15.02% | -14.52%-0.5pp | 29.74%-44.8pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,589 | $1,505+5.6% | $4,176-61.9% | $2,596-38.8% |
| Participant deferral / active EE | $753 | $2,636-71.4% | $4,070-81.5% | $4,027-81.3% |
| Admin fee / account holder | $1,970 | $4,020-51.0% | $5,645-65.1% | $5,403-63.5% |