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 | $63,382 | $62,586+1.3% | $76,768-17.4% | $64,186-1.3% |
| Participation rate | 23.5% | 72.8%-49.3pp | 77.0%-53.4pp | 69.6%-46.0pp |
| Annual return | -4.26% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $611 | $1,832-66.6% | $2,485-75.4% | $2,381-74.3% |
| Participant deferral / active EE | $1,052 | $3,145-66.5% | $3,852-72.7% | $3,470-69.7% |
| Admin fee / account holder | $14,705 | $4,667+215.1% | $6,675+120.3% | $4,888+200.8% |