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 | $84,986 | $81,900+3.8% | $119,609-28.9% | $68,494+24.1% |
| Participation rate | 62.1% | 71.9%-9.8pp | 79.3%-17.2pp | 67.9%-5.8pp |
| Annual return | -18.30% | -23.82%+5.5pp | -14.97%-3.3pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,664 | $2,693-38.2% | $4,232-60.7% | $2,596-35.9% |
| Participant deferral / active EE | $1,780 | $4,148-57.1% | $5,602-68.2% | $4,027-55.8% |
| Admin fee / account holder | $658 | $6,582-90.0% | $10,323-93.6% | $5,403-87.8% |