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 | $82,562 | $54,229+52.2% | $70,092+17.8% | $68,494+20.5% |
| Participation rate | 68.0% | 64.5%+3.5pp | 70.5%-2.5pp | 67.9%+0.1pp |
| Annual return | -17.55% | -13.87%-3.7pp | 190.73%-208.3pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,623 | $2,018+30.0% | $2,559+2.5% | $2,596+1.0% |
| Participant deferral / active EE | $567 | $2,956-80.8% | $3,849-85.3% | $4,027-85.9% |
| Admin fee / account holder | $21,235 | $4,694+352.4% | $6,267+238.9% | $5,403+293.0% |