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 | $55,089 | $56,897-3.2% | $84,750-35.0% | $62,891-12.4% |
| Participation rate | 30.2% | 68.5%-38.3pp | 76.6%-46.4pp | 69.3%-39.1pp |
| Annual return | 5.50% | 6.30%-0.8pp | 22.78%-17.3pp | 20.14%-14.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $789 | $2,709-70.9% | $3,712-78.7% | $3,203-75.4% |
| Admin fee / account holder | $11,159 | $3,581+211.6% | $5,332+109.3% | $4,296+159.8% |