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 | $70,056 | $71,883-2.5% | $86,677-19.2% | $68,494+2.3% |
| Participation rate | 25.7% | 72.2%-46.5pp | 76.6%-50.9pp | 67.9%-42.2pp |
| Annual return | -11.19% | 3.52%-14.7pp | 35.91%-47.1pp | -7.84%-3.3pp |
| Employer contribution / active EE | $754 | $2,173-65.3% | $2,836-73.4% | $2,596-71.0% |
| Participant deferral / active EE | $1,431 | $3,779-62.1% | $4,656-69.3% | $4,027-64.5% |
| Admin fee / account holder | $60,523 | $6,112+890.3% | $7,493+707.7% | $5,403+1020.2% |