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 | $94,684 | $82,664+14.5% | $125,339-24.5% | $68,494+38.2% |
| Participation rate | 22.7% | 75.0%-52.3pp | 82.4%-59.6pp | 67.9%-45.2pp |
| Annual return | -12.30% | -5.97%-6.3pp | 572.05%-584.4pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,217 | $3,381-64.0% | $4,814-74.7% | $2,596-53.1% |
| Participant deferral / active EE | $701 | $6,110-88.5% | $7,446-90.6% | $4,027-82.6% |
| Admin fee / account holder | $720 | $6,275-88.5% | $10,010-92.8% | $5,403-86.7% |