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 | $94,349 | $77,813+21.3% | $123,544-23.6% | $64,186+47.0% |
| Participation rate | 34.6% | 74.7%-40.1pp | 82.3%-47.7pp | 69.6%-35.0pp |
| Annual return | -6.99% | 12.48%-19.5pp | 119.20%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,017 | $3,014-66.3% | $4,628-78.0% | $2,381-57.3% |
| Participant deferral / active EE | $1,353 | $5,240-74.2% | $6,426-78.9% | $3,470-61.0% |
| Admin fee / account holder | $2,961 | $5,519-46.4% | $9,284-68.1% | $4,888-39.4% |