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 | $75,812 | $71,883+5.5% | $86,677-12.5% | $68,494+10.7% |
| Participation rate | 53.3% | 72.2%-18.9pp | 76.6%-23.2pp | 67.9%-14.6pp |
| Annual return | -12.11% | 3.52%-15.6pp | 35.91%-48.0pp | -7.84%-4.3pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $776 | $3,779-79.5% | $4,656-83.3% | $4,027-80.7% |
| Admin fee / account holder | $2,857 | $6,112-53.2% | $7,493-61.9% | $5,403-47.1% |