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 | $61,941 | $50,958+21.6% | $74,550-16.9% | $64,186-3.5% |
| Participation rate | 36.8% | 61.1%-24.2pp | 69.1%-32.3pp | 69.6%-32.7pp |
| Annual return | -0.99% | -1.86%+0.9pp | 32.53%-33.5pp | 7.63%-8.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $797 | $2,301-65.4% | $3,108-74.4% | $3,470-77.0% |
| Admin fee / account holder | $3,811 | $4,223-9.8% | $5,060-24.7% | $4,888-22.0% |