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 | $52,815 | $53,596-1.5% | $90,645-41.7% | $64,186-17.7% |
| Participation rate | 62.1% | 64.5%-2.4pp | 74.0%-12.0pp | 69.6%-7.5pp |
| Annual return | -6.90% | 4.41%-11.3pp | 1.88%-8.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $3,448 | $1,503+129.4% | $2,532+36.2% | $2,381+44.8% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,425-100.0% | $3,470-100.0% |
| Admin fee / account holder | $756 | $3,868-80.4% | $4,994-84.9% | $4,888-84.5% |