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 | $65,332 | $81,900-20.2% | $119,609-45.4% | $68,494-4.6% |
| Participation rate | 42.6% | 71.9%-29.3pp | 79.3%-36.7pp | 67.9%-25.3pp |
| Annual return | -11.38% | -23.82%+12.4pp | -14.97%+3.6pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,027 | $2,693-61.9% | $4,232-75.7% | $2,596-60.4% |
| Participant deferral / active EE | $1,575 | $4,148-62.0% | $5,602-71.9% | $4,027-60.9% |
| Admin fee / account holder | $2,116 | $6,582-67.9% | $10,323-79.5% | $5,403-60.8% |