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 | $128,319 | $81,900+56.7% | $119,609+7.3% | $68,494+87.3% |
| Participation rate | 59.3% | 71.9%-12.6pp | 79.3%-20.0pp | 67.9%-8.6pp |
| Annual return | -14.17% | -23.82%+9.7pp | -14.97%+0.8pp | -7.84%-6.3pp |
| Employer contribution / active EE | $0 | $2,693-100.0% | $4,232-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,763 | $4,148-57.5% | $5,602-68.5% | $4,027-56.2% |
| Admin fee / account holder | $2,326 | $6,582-64.7% | $10,323-77.5% | $5,403-57.0% |