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 | $75,459 | $54,229+39.1% | $70,092+7.7% | $68,494+10.2% |
| Participation rate | 31.4% | 64.5%-33.1pp | 70.5%-39.1pp | 67.9%-36.5pp |
| Annual return | -17.04% | -13.87%-3.2pp | 190.73%-207.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $2,018-100.0% | $2,559-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $840 | $2,956-71.6% | $3,849-78.2% | $4,027-79.1% |
| Admin fee / account holder | $3,077 | $4,694-34.4% | $6,267-50.9% | $5,403-43.0% |