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 | $58,827 | $110,094-46.6% | $151,611-61.2% | $68,494-14.1% |
| Participation rate | 65.9% | 84.0%-18.1pp | 87.5%-21.6pp | 67.9%-2.0pp |
| Annual return | -18.31% | -10.12%-8.2pp | 3.33%-21.6pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,639 | $4,471-63.3% | $6,166-73.4% | $2,596-36.9% |
| Participant deferral / active EE | $2,832 | $6,527-56.6% | $8,363-66.1% | $4,027-29.7% |
| Admin fee / account holder | $2,644 | $7,719-65.7% | $11,616-77.2% | $5,403-51.1% |