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 | $95,569 | $73,004+30.9% | $90,749+5.3% | $68,494+39.5% |
| Participation rate | 25.0% | 70.8%-45.8pp | 75.7%-50.7pp | 67.9%-42.9pp |
| Annual return | -18.60% | -13.81%-4.8pp | -12.16%-6.4pp | -7.84%-10.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $695 | $3,627-80.8% | $4,564-84.8% | $4,027-82.7% |
| Admin fee / account holder | $2,623 | $5,896-55.5% | $8,445-68.9% | $5,403-51.5% |