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 | $91,908 | $92,222-0.3% | $76,768+19.7% | $135,375-32.1% |
| Participation rate | 33.3% | 79.8%-46.4pp | 77.0%-43.6pp | 82.6%-49.3pp |
| Annual return | -4.63% | 5.46%-10.1pp | 2.43%-7.1pp | 519.73%-524.4pp |
| Employer contribution / active EE | $634 | $3,216-80.3% | $2,485-74.5% | $4,779-86.7% |
| Participant deferral / active EE | $409 | $4,509-90.9% | $3,852-89.4% | $5,609-92.7% |
| Admin fee / account holder | $2,286 | $10,748-78.7% | $6,675-65.8% | $10,827-78.9% |