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 | $107,879 | $105,860+1.9% | $90,749+18.9% | $134,475-19.8% |
| Participation rate | 43.5% | 78.2%-34.8pp | 75.7%-32.2pp | 81.2%-37.7pp |
| Annual return | -16.57% | -11.01%-5.6pp | -12.16%-4.4pp | 417.96%-434.5pp |
| Employer contribution / active EE | $0 | $3,462-100.0% | $2,921-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $679 | $5,216-87.0% | $4,564-85.1% | $6,400-89.4% |
| Admin fee / account holder | $8,055 | $13,938-42.2% | $8,445-4.6% | $11,426-29.5% |