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 | $58,206 | $64,707-10.0% | $112,228-48.1% | $68,494-15.0% |
| Participation rate | 42.2% | 67.2%-25.0pp | 75.1%-32.9pp | 67.9%-25.7pp |
| Annual return | -18.63% | -11.40%-7.2pp | 27.45%-46.1pp | -7.84%-10.8pp |
| Employer contribution / active EE | $4,916 | $2,746+79.0% | $3,635+35.3% | $2,596+89.3% |
| Participant deferral / active EE | $1,157 | $3,565-67.5% | $4,728-75.5% | $4,027-71.3% |
| Admin fee / account holder | $5,213 | $5,232-0.4% | $6,410-18.7% | $5,403-3.5% |