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 | $134,132 | $32,117+317.6% | $71,086+88.7% | $64,186+109.0% |
| Participation rate | 40.9% | 42.7%-1.8pp | 54.7%-13.7pp | 69.6%-28.7pp |
| Annual return | -7.66% | -5.57%-2.1pp | 650.59%-658.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $43 | $1,263-96.6% | $1,874-97.7% | $3,470-98.8% |
| Admin fee / account holder | $571 | $2,759-79.3% | $3,082-81.5% | $4,888-88.3% |