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 | $124,491 | $61,660+101.9% | $80,019+55.6% | $64,186+94.0% |
| Participation rate | 32.0% | 71.7%-39.7pp | 75.8%-43.8pp | 69.6%-37.6pp |
| Annual return | -4.77% | -0.33%-4.4pp | 11.22%-16.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $595 | $2,968-80.0% | $3,686-83.9% | $3,470-82.9% |
| Admin fee / account holder | $3,342 | $5,417-38.3% | $6,521-48.7% | $4,888-31.6% |