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 | $50,292 | $58,577-14.1% | $83,333-39.6% | $64,186-21.6% |
| Participation rate | 58.1% | 72.0%-14.0pp | 77.8%-19.7pp | 69.6%-11.5pp |
| Annual return | -6.89% | 9.65%-16.5pp | 10.63%-17.5pp | 7.63%-14.5pp |
| Employer contribution / active EE | $864 | $2,098-58.8% | $3,379-74.4% | $2,381-63.7% |
| Participant deferral / active EE | $1,898 | $4,654-59.2% | $5,565-65.9% | $3,470-45.3% |
| Admin fee / account holder | $9,263 | $9,275-0.1% | $7,510+23.3% | $4,888+89.5% |