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 | $110,474 | $92,222+19.8% | $76,768+43.9% | $135,375-18.4% |
| Participation rate | 45.0% | 79.8%-34.8pp | 77.0%-32.0pp | 82.6%-37.6pp |
| Annual return | -0.64% | 5.46%-6.1pp | 2.43%-3.1pp | 519.73%-520.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $796 | $4,509-82.3% | $3,852-79.3% | $5,609-85.8% |
| Admin fee / account holder | $1,396 | $10,748-87.0% | $6,675-79.1% | $10,827-87.1% |