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 | $44,258 | $73,004-39.4% | $90,749-51.2% | $68,494-35.4% |
| Participation rate | 68.3% | 70.8%-2.5pp | 75.7%-7.4pp | 67.9%+0.4pp |
| Annual return | -17.42% | -13.81%-3.6pp | -12.16%-5.3pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,158 | $2,193-47.2% | $2,921-60.4% | $2,596-55.4% |
| Participant deferral / active EE | $1,426 | $3,627-60.7% | $4,564-68.8% | $4,027-64.6% |
| Admin fee / account holder | $6,654 | $5,896+12.9% | $8,445-21.2% | $5,403+23.2% |