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 | $233,888 | $73,004+220.4% | $90,749+157.7% | $68,494+241.5% |
| Participation rate | 17.5% | 70.8%-53.3pp | 75.7%-58.2pp | 67.9%-50.4pp |
| Annual return | -13.12% | -13.81%+0.7pp | -12.16%-1.0pp | -7.84%-5.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,183 | $3,627-67.4% | $4,564-74.1% | $4,027-70.6% |
| Admin fee / account holder | $12,560 | $5,896+113.0% | $8,445+48.7% | $5,403+132.5% |