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 | $48,766 | $61,660-20.9% | $80,019-39.1% | $64,186-24.0% |
| Participation rate | 28.0% | 71.7%-43.7pp | 75.8%-47.8pp | 69.6%-41.6pp |
| Annual return | -4.55% | -0.33%-4.2pp | 11.22%-15.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $482 | $1,810-73.4% | $2,468-80.5% | $2,381-79.8% |
| Participant deferral / active EE | $610 | $2,968-79.5% | $3,686-83.5% | $3,470-82.4% |
| Admin fee / account holder | $11,789 | $5,417+117.6% | $6,521+80.8% | $4,888+141.2% |