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 | $98,189 | $73,004+34.5% | $90,749+8.2% | $68,494+43.4% |
| Participation rate | 36.0% | 70.8%-34.8pp | 75.7%-39.7pp | 67.9%-31.9pp |
| Annual return | -7.49% | -13.81%+6.3pp | -12.16%+4.7pp | -7.84%+0.4pp |
| Employer contribution / active EE | $1,157 | $2,193-47.2% | $2,921-60.4% | $2,596-55.4% |
| Participant deferral / active EE | $1,581 | $3,627-56.4% | $4,564-65.4% | $4,027-60.7% |
| Admin fee / account holder | $1,154 | $5,896-80.4% | $8,445-86.3% | $5,403-78.6% |