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 | $75,654 | $50,958+48.5% | $74,550+1.5% | $64,186+17.9% |
| Participation rate | 13.6% | 61.1%-47.5pp | 69.1%-55.6pp | 69.6%-56.0pp |
| Annual return | -5.44% | -1.86%-3.6pp | 32.53%-38.0pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $418 | $2,301-81.8% | $3,108-86.6% | $3,470-88.0% |
| Admin fee / account holder | $624 | $4,223-85.2% | $5,060-87.7% | $4,888-87.2% |