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 4-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 | $84,417 | $82,664+2.1% | $125,339-32.6% | $68,494+23.2% |
| Participation rate | 42.9% | 75.0%-32.2pp | 82.4%-39.5pp | 67.9%-25.0pp |
| Annual return | -12.66% | -5.97%-6.7pp | 572.05%-584.7pp | -7.84%-4.8pp |
| Employer contribution / active EE | $847 | $3,381-74.9% | $4,814-82.4% | $2,596-67.4% |
| Participant deferral / active EE | $1,743 | $6,110-71.5% | $7,446-76.6% | $4,027-56.7% |
| Admin fee / account holder | $9,284 | $6,275+47.9% | $10,010-7.2% | $5,403+71.8% |