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 | $63,324 | $57,354+10.4% | $83,848-24.5% | $64,186-1.3% |
| Participation rate | 60.5% | 68.6%-8.1pp | 76.1%-15.7pp | 69.6%-9.1pp |
| Annual return | -7.12% | 11.38%-18.5pp | 850.88%-858.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,433 | $2,545-4.4% | $3,631-33.0% | $2,381+2.2% |
| Participant deferral / active EE | $1,078 | $2,993-64.0% | $4,082-73.6% | $3,470-68.9% |
| Admin fee / account holder | $6,078 | $4,046+50.2% | $5,478+11.0% | $4,888+24.3% |