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 | $47,569 | $110,094-56.8% | $151,611-68.6% | $68,494-30.6% |
| Participation rate | 68.0% | 84.0%-16.0pp | 87.5%-19.5pp | 67.9%+0.1pp |
| Annual return | -13.21% | -10.12%-3.1pp | 3.33%-16.5pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,389 | $4,471-68.9% | $6,166-77.5% | $2,596-46.5% |
| Participant deferral / active EE | $2,032 | $6,527-68.9% | $8,363-75.7% | $4,027-49.5% |
| Admin fee / account holder | $17,644 | $7,719+128.6% | $11,616+51.9% | $5,403+226.6% |