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 | $220,954 | $59,805+269.5% | $79,550+177.8% | $68,494+222.6% |
| Participation rate | 48.1% | 61.1%-12.9pp | 69.5%-21.3pp | 67.9%-19.7pp |
| Annual return | -13.57% | -12.30%-1.3pp | 0.16%-13.7pp | -7.84%-5.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,132 | $3,024-62.6% | $3,985-71.6% | $4,027-71.9% |
| Admin fee / account holder | $4,511 | $4,835-6.7% | $6,832-34.0% | $5,403-16.5% |