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 | $44,752 | $147,167-69.6% | $111,392-59.8% | $135,375-66.9% |
| Participation rate | 40.0% | 84.0%-44.0pp | 78.9%-38.9pp | 82.6%-42.6pp |
| Annual return | 2.39% | -4.44%+6.8pp | -2.06%+4.5pp | 519.73%-517.3pp |
| Employer contribution / active EE | $9,005 | $5,204+73.0% | $4,328+108.1% | $4,779+88.4% |
| Participant deferral / active EE | $330 | $6,565-95.0% | $5,567-94.1% | $5,609-94.1% |
| Admin fee / account holder | $605,110 | $20,270+2885.3% | $12,266+4833.1% | $10,827+5488.9% |