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 | $189,096 | $131,829+43.4% | $108,579+74.2% | $273,961-31.0% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.6%-39.6pp | 83.0%-43.0pp |
| Annual return | 7.40% | -91.57%+99.0pp | -51.70%+59.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $983 | $4,912-80.0% | $3,758-73.8% | $4,869-79.8% |
| Participant deferral / active EE | $983 | $5,127-80.8% | $4,311-77.2% | $5,287-81.4% |
| Admin fee / account holder | $8,776 | $10,252-14.4% | $7,645+14.8% | $10,132-13.4% |