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 | $65,698 | $76,000-13.6% | $154,107-57.4% | $64,186+2.4% |
| Participation rate | 56.0% | 70.4%-14.4pp | 83.0%-27.0pp | 69.6%-13.6pp |
| Annual return | 0.54% | 30.32%-29.8pp | 735.12%-734.6pp | 7.63%-7.1pp |
| Employer contribution / active EE | $4,275 | $3,351+27.6% | $5,298-19.3% | $2,381+79.5% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $18,907 | $5,596+237.8% | $13,411+41.0% | $4,888+286.8% |