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 | $77,396 | $59,805+29.4% | $79,550-2.7% | $68,494+13.0% |
| Participation rate | 34.2% | 61.1%-26.9pp | 69.5%-35.3pp | 67.9%-33.7pp |
| Annual return | -15.16% | -12.30%-2.9pp | 0.16%-15.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,187 | $3,024-60.8% | $3,985-70.2% | $4,027-70.5% |
| Admin fee / account holder | $2,783 | $4,835-42.4% | $6,832-59.3% | $5,403-48.5% |