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 | $71,272 | $59,805+19.2% | $79,550-10.4% | $68,494+4.1% |
| Participation rate | 37.9% | 61.1%-23.1pp | 69.5%-31.6pp | 67.9%-30.0pp |
| Annual return | -12.64% | -12.30%-0.3pp | 0.16%-12.8pp | -7.84%-4.8pp |
| Employer contribution / active EE | $638 | $1,505-57.6% | $2,413-73.5% | $2,596-75.4% |
| Participant deferral / active EE | $916 | $3,024-69.7% | $3,985-77.0% | $4,027-77.3% |
| Admin fee / account holder | $5,082 | $4,835+5.1% | $6,832-25.6% | $5,403-5.9% |