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 | $53,440 | $73,004-26.8% | $90,749-41.1% | $68,494-22.0% |
| Participation rate | 50.9% | 70.8%-20.0pp | 75.7%-24.8pp | 67.9%-17.0pp |
| Annual return | -13.57% | -13.81%+0.2pp | -12.16%-1.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,339 | $2,193-38.9% | $2,921-54.1% | $2,596-48.4% |
| Participant deferral / active EE | $1,566 | $3,627-56.8% | $4,564-65.7% | $4,027-61.1% |
| Admin fee / account holder | $6,664 | $5,896+13.0% | $8,445-21.1% | $5,403+23.3% |