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 | $88,609 | $167,484-47.1% | $151,611-41.6% | $134,475-34.1% |
| Participation rate | 44.4% | 88.4%-43.9pp | 87.5%-43.1pp | 81.2%-36.8pp |
| Annual return | -17.94% | 7.80%-25.7pp | 3.33%-21.3pp | 417.96%-435.9pp |
| Employer contribution / active EE | $1,740 | $6,829-74.5% | $6,166-71.8% | $4,740-63.3% |
| Participant deferral / active EE | $2,834 | $8,986-68.5% | $8,363-66.1% | $6,400-55.7% |
| Admin fee / account holder | $817 | $13,783-94.1% | $11,616-93.0% | $11,426-92.8% |