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 | $84,018 | $62,586+34.2% | $76,768+9.4% | $64,186+30.9% |
| Participation rate | 52.5% | 72.8%-20.3pp | 77.0%-24.4pp | 69.6%-17.0pp |
| Annual return | -3.88% | -1.95%-1.9pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,403 | $3,145-55.4% | $3,852-63.6% | $3,470-59.6% |
| Admin fee / account holder | $26,050 | $4,667+458.2% | $6,675+290.3% | $4,888+432.9% |