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 | $45,832 | $81,900-44.0% | $119,609-61.7% | $68,494-33.1% |
| Participation rate | 69.2% | 71.9%-2.7pp | 79.3%-10.0pp | 67.9%+1.3pp |
| Annual return | -16.55% | -23.82%+7.3pp | -14.97%-1.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,063 | $2,693-60.5% | $4,232-74.9% | $2,596-59.1% |
| Participant deferral / active EE | $1,635 | $4,148-60.6% | $5,602-70.8% | $4,027-59.4% |
| Admin fee / account holder | $4,060 | $6,582-38.3% | $10,323-60.7% | $5,403-24.9% |