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 | $113,560 | $57,354+98.0% | $83,848+35.4% | $64,186+76.9% |
| Participation rate | 16.1% | 68.6%-52.5pp | 76.1%-60.1pp | 69.6%-53.5pp |
| Annual return | -3.90% | 11.38%-15.3pp | 850.88%-854.8pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $964 | $2,993-67.8% | $4,082-76.4% | $3,470-72.2% |
| Admin fee / account holder | $1,171 | $4,046-71.1% | $5,478-78.6% | $4,888-76.0% |