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 | $58,963 | $50,958+15.7% | $74,550-20.9% | $64,186-8.1% |
| Participation rate | 14.3% | 61.1%-46.8pp | 69.1%-54.9pp | 69.6%-55.3pp |
| Annual return | -6.25% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $210 | $1,115-81.1% | $1,961-89.3% | $2,381-91.2% |
| Participant deferral / active EE | $562 | $2,301-75.6% | $3,108-81.9% | $3,470-83.8% |
| Admin fee / account holder | $26,122 | $4,223+518.6% | $5,060+416.3% | $4,888+434.4% |