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 | $51,475 | $48,364+6.4% | $71,796-28.3% | $62,891-18.2% |
| Participation rate | 33.3% | 60.6%-27.3pp | 69.1%-35.8pp | 69.3%-36.0pp |
| Annual return | 8.74% | 13.16%-4.4pp | 78.04%-69.3pp | 20.14%-11.4pp |
| Employer contribution / active EE | $372 | $1,042-64.3% | $1,924-80.7% | $2,281-83.7% |
| Participant deferral / active EE | $919 | $2,091-56.1% | $2,794-67.1% | $3,203-71.3% |
| Admin fee / account holder | $5,595 | $3,771+48.4% | $4,815+16.2% | $4,296+30.3% |