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 | $55,698 | $72,177-22.8% | $115,037-51.6% | $59,632-6.6% |
| Participation rate | 40.0% | 72.6%-32.6pp | 81.4%-41.4pp | 68.7%-28.7pp |
| Annual return | 0.74% | 12.02%-11.3pp | 26.14%-25.4pp | 2041.28%-2040.5pp |
| Employer contribution / active EE | $670 | $2,841-76.4% | $4,608-85.5% | $2,203-69.6% |
| Participant deferral / active EE | $1,655 | $4,783-65.4% | $6,026-72.5% | $3,192-48.1% |
| Admin fee / account holder | $23,789 | $4,927+382.8% | $8,175+191.0% | $4,297+453.6% |