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 | $112,501 | $64,707+73.9% | $112,228+0.2% | $68,494+64.2% |
| Participation rate | 31.4% | 67.2%-35.7pp | 75.1%-43.6pp | 67.9%-36.5pp |
| Annual return | -16.62% | -11.40%-5.2pp | 27.45%-44.1pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,047 | $2,746-61.9% | $3,635-71.2% | $2,596-59.7% |
| Participant deferral / active EE | $1,291 | $3,565-63.8% | $4,728-72.7% | $4,027-67.9% |
| Admin fee / account holder | $1,851 | $5,232-64.6% | $6,410-71.1% | $5,403-65.7% |