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 | $87,175 | $110,094-20.8% | $151,611-42.5% | $68,494+27.3% |
| Participation rate | 12.5% | 84.0%-71.5pp | 87.5%-75.0pp | 67.9%-55.4pp |
| Annual return | -13.41% | -10.12%-3.3pp | 3.33%-16.7pp | -7.84%-5.6pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $825 | $6,527-87.4% | $8,363-90.1% | $4,027-79.5% |
| Admin fee / account holder | $3,162 | $7,719-59.0% | $11,616-72.8% | $5,403-41.5% |