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 | $56,281 | $81,900-31.3% | $119,609-52.9% | $68,494-17.8% |
| Participation rate | 66.7% | 71.9%-5.2pp | 79.3%-12.6pp | 67.9%-1.2pp |
| Annual return | -16.48% | -23.82%+7.3pp | -14.97%-1.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $4,478 | $2,693+66.3% | $4,232+5.8% | $2,596+72.5% |
| Participant deferral / active EE | $1,184 | $4,148-71.5% | $5,602-78.9% | $4,027-70.6% |
| Admin fee / account holder | $5,551 | $6,582-15.7% | $10,323-46.2% | $5,403+2.7% |