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 | $83,934 | $49,177+70.7% | $79,464+5.6% | $64,186+30.8% |
| Participation rate | 51.3% | 65.0%-13.7pp | 73.3%-22.1pp | 69.6%-18.3pp |
| Annual return | -7.10% | -1.16%-5.9pp | 718.14%-725.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $173 | $2,821-93.9% | $3,704-95.3% | $3,470-95.0% |
| Admin fee / account holder | $2,098 | $3,839-45.3% | $5,113-59.0% | $4,888-57.1% |