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 | $127,973 | $175,600-27.1% | $129,110-0.9% | $134,475-4.8% |
| Participation rate | 57.1% | 81.6%-24.4pp | 77.3%-20.1pp | 81.2%-24.1pp |
| Annual return | -15.29% | -11.39%-3.9pp | -10.94%-4.3pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,443 | $6,355-77.3% | $5,052-71.4% | $4,740-69.5% |
| Participant deferral / active EE | $2,131 | $7,975-73.3% | $6,542-67.4% | $6,400-66.7% |
| Admin fee / account holder | $5,658 | $23,567-76.0% | $14,302-60.4% | $11,426-50.5% |