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 | $84,280 | $110,094-23.4% | $151,611-44.4% | $68,494+23.0% |
| Participation rate | 69.8% | 84.0%-14.2pp | 87.5%-17.7pp | 67.9%+1.9pp |
| Annual return | -14.31% | -10.12%-4.2pp | 3.33%-17.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $2,006 | $4,471-55.1% | $6,166-67.5% | $2,596-22.7% |
| Participant deferral / active EE | $2,314 | $6,527-64.6% | $8,363-72.3% | $4,027-42.5% |
| Admin fee / account holder | $4,833 | $7,719-37.4% | $11,616-58.4% | $5,403-10.5% |