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 | $139,845 | $82,664+69.2% | $125,339+11.6% | $68,494+104.2% |
| Participation rate | 29.6% | 75.0%-45.4pp | 82.4%-52.7pp | 67.9%-38.3pp |
| Annual return | -16.47% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $762 | $3,381-77.5% | $4,814-84.2% | $2,596-70.6% |
| Participant deferral / active EE | $2,367 | $6,110-61.3% | $7,446-68.2% | $4,027-41.2% |
| Admin fee / account holder | $5,742 | $6,275-8.5% | $10,010-42.6% | $5,403+6.3% |