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 | $49,003 | $73,004-32.9% | $90,749-46.0% | $68,494-28.5% |
| Participation rate | 63.0% | 70.8%-7.9pp | 75.7%-12.7pp | 67.9%-4.9pp |
| Annual return | -12.86% | -13.81%+1.0pp | -12.16%-0.7pp | -7.84%-5.0pp |
| Employer contribution / active EE | $713 | $2,193-67.5% | $2,921-75.6% | $2,596-72.5% |
| Participant deferral / active EE | $1,576 | $3,627-56.5% | $4,564-65.5% | $4,027-60.9% |
| Admin fee / account holder | $15,401 | $5,896+161.2% | $8,445+82.4% | $5,403+185.1% |