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 | $74,483 | $73,867+0.8% | $143,757-48.2% | $68,494+8.7% |
| Participation rate | 52.9% | 66.7%-13.7pp | 80.3%-27.4pp | 67.9%-14.9pp |
| Annual return | -7.95% | 1.01%-9.0pp | -0.04%-7.9pp | -7.84%-0.1pp |
| Employer contribution / active EE | $591 | $3,184-81.4% | $4,951-88.1% | $2,596-77.2% |
| Participant deferral / active EE | $232 | $3,384-93.2% | $5,637-95.9% | $4,027-94.3% |
| Admin fee / account holder | $13,698 | $5,755+138.0% | $14,673-6.6% | $5,403+153.5% |