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 | $61,649 | $52,681+17.0% | $75,781-18.6% | $59,632+3.4% |
| Participation rate | 23.8% | 67.2%-43.5pp | 75.8%-52.1pp | 68.7%-44.9pp |
| Annual return | -0.09% | 2.95%-3.0pp | 9.68%-9.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,196 | $2,193-45.5% | $3,323-64.0% | $2,203-45.7% |
| Participant deferral / active EE | $959 | $2,591-63.0% | $3,651-73.7% | $3,192-70.0% |
| Admin fee / account holder | $854 | $3,610-76.3% | $5,299-83.9% | $4,297-80.1% |