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 | $70,653 | $62,586+12.9% | $76,768-8.0% | $64,186+10.1% |
| Participation rate | 38.6% | 72.8%-34.2pp | 77.0%-38.4pp | 69.6%-31.0pp |
| Annual return | -4.01% | -1.95%-2.1pp | 2.43%-6.4pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,121 | $3,145-64.3% | $3,852-70.9% | $3,470-67.7% |
| Admin fee / account holder | $2,926 | $4,667-37.3% | $6,675-56.2% | $4,888-40.1% |