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 | $77,177 | $73,004+5.7% | $90,749-15.0% | $68,494+12.7% |
| Participation rate | 43.5% | 70.8%-27.3pp | 75.7%-32.2pp | 67.9%-24.4pp |
| Annual return | -11.61% | -13.81%+2.2pp | -12.16%+0.6pp | -7.84%-3.8pp |
| Employer contribution / active EE | $518 | $2,193-76.4% | $2,921-82.3% | $2,596-80.0% |
| Participant deferral / active EE | $1,517 | $3,627-58.2% | $4,564-66.8% | $4,027-62.3% |
| Admin fee / account holder | $6,375 | $5,896+8.1% | $8,445-24.5% | $5,403+18.0% |