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 | $71,435 | $66,302+7.7% | $110,238-35.2% | $56,287+26.9% |
| Participation rate | 44.7% | 74.9%-30.2pp | 79.8%-35.1pp | 69.9%-25.1pp |
| Annual return | -4.11% | -1.18%-2.9pp | 314.74%-318.9pp | -9.96%+5.8pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,181 | $3,381-65.1% | $4,672-74.7% | $3,350-64.8% |
| Admin fee / account holder | $6,844 | $698+879.8% | $8,547-19.9% | $521+1213.7% |