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 | $64,201 | $58,577+9.6% | $83,333-23.0% | $64,1860% |
| Participation rate | 43.2% | 72.0%-28.8pp | 77.8%-34.5pp | 69.6%-26.3pp |
| Annual return | -3.36% | 9.65%-13.0pp | 10.63%-14.0pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,522 | $2,098-27.5% | $3,379-55.0% | $2,381-36.1% |
| Participant deferral / active EE | $1,459 | $4,654-68.7% | $5,565-73.8% | $3,470-58.0% |
| Admin fee / account holder | $1,290 | $9,275-86.1% | $7,510-82.8% | $4,888-73.6% |