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 | $81,449 | $42,383+92.2% | $76,523+6.4% | $64,186+26.9% |
| Participation rate | 11.8% | 58.1%-46.4pp | 68.0%-56.2pp | 69.6%-57.8pp |
| Annual return | -7.02% | -16.54%+9.5pp | -0.27%-6.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $414 | $1,563-73.5% | $2,647-84.4% | $2,381-82.6% |
| Participant deferral / active EE | $624 | $2,566-75.7% | $3,835-83.7% | $3,470-82.0% |
| Admin fee / account holder | $3,105 | $3,198-2.9% | $4,848-36.0% | $4,888-36.5% |