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 | $163,948 | $82,664+98.3% | $125,339+30.8% | $68,494+139.4% |
| Participation rate | 55.6% | 75.0%-19.5pp | 82.4%-26.8pp | 67.9%-12.3pp |
| Annual return | -17.62% | -5.97%-11.7pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,259 | $3,381-62.7% | $4,814-73.8% | $2,596-51.5% |
| Participant deferral / active EE | $2,127 | $6,110-65.2% | $7,446-71.4% | $4,027-47.2% |
| Admin fee / account holder | $2,808 | $6,275-55.3% | $10,010-71.9% | $5,403-48.0% |