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 | $130,984 | $82,286+59.2% | $68,791+90.4% | $134,475-2.6% |
| Participation rate | 60.0% | 75.1%-15.1pp | 69.0%-9.0pp | 81.2%-21.2pp |
| Annual return | -18.60% | -2.19%-16.4pp | -6.38%-12.2pp | 417.96%-436.6pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,655-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $879 | $4,739-81.4% | $3,941-77.7% | $6,400-86.3% |
| Admin fee / account holder | $2,640 | $6,481-59.3% | $4,932-46.5% | $11,426-76.9% |