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 | $70,839 | $54,350+30.3% | $82,719-14.4% | $68,494+3.4% |
| Participation rate | 69.2% | 63.9%+5.3pp | 72.6%-3.3pp | 67.9%+1.3pp |
| Annual return | -19.09% | -13.67%-5.4pp | 701.18%-720.3pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,994 | $2,218+35.0% | $3,009-0.5% | $2,596+15.3% |
| Participant deferral / active EE | $213 | $3,246-93.4% | $4,395-95.2% | $4,027-94.7% |
| Admin fee / account holder | $1,248 | $4,395-71.6% | $5,329-76.6% | $5,403-76.9% |