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 | $68,678 | $77,813-11.7% | $123,544-44.4% | $64,186+7.0% |
| Participation rate | 56.7% | 74.7%-18.0pp | 82.3%-25.6pp | 69.6%-12.9pp |
| Annual return | -5.08% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,313 | $3,014-56.4% | $4,628-71.6% | $2,381-44.8% |
| Participant deferral / active EE | $2,163 | $5,240-58.7% | $6,426-66.3% | $3,470-37.6% |
| Admin fee / account holder | $2,519 | $5,519-54.4% | $9,284-72.9% | $4,888-48.5% |