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 | $122,013 | $92,222+32.3% | $76,768+58.9% | $135,375-9.9% |
| Participation rate | 23.5% | 79.8%-56.2pp | 77.0%-53.4pp | 82.6%-59.1pp |
| Annual return | -7.07% | 5.46%-12.5pp | 2.43%-9.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $593 | $4,509-86.9% | $3,852-84.6% | $5,609-89.4% |
| Admin fee / account holder | $7,117 | $10,748-33.8% | $6,675+6.6% | $10,827-34.3% |