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 | $94,482 | $100,754-6.2% | $86,677+9.0% | $134,475-29.7% |
| Participation rate | 35.7% | 78.9%-43.2pp | 76.6%-40.9pp | 81.2%-45.5pp |
| Annual return | -14.53% | 29.04%-43.6pp | 35.91%-50.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,326 | $5,338-75.2% | $4,656-71.5% | $6,400-79.3% |
| Admin fee / account holder | $24,387 | $10,926+123.2% | $7,493+225.4% | $11,426+113.4% |