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 | $101,629 | $73,004+39.2% | $90,749+12.0% | $68,494+48.4% |
| Participation rate | 20.7% | 70.8%-50.1pp | 75.7%-55.0pp | 67.9%-47.2pp |
| Annual return | -9.30% | -13.81%+4.5pp | -12.16%+2.9pp | -7.84%-1.5pp |
| Employer contribution / active EE | $1,685 | $2,193-23.2% | $2,921-42.3% | $2,596-35.1% |
| Participant deferral / active EE | $62 | $3,627-98.3% | $4,564-98.6% | $4,027-98.5% |
| Admin fee / account holder | $1,840 | $5,896-68.8% | $8,445-78.2% | $5,403-65.9% |