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 | $55,604 | $50,958+9.1% | $74,550-25.4% | $64,186-13.4% |
| Participation rate | 24.3% | 61.1%-36.7pp | 69.1%-44.8pp | 69.6%-45.2pp |
| Annual return | -6.19% | -1.86%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,201 | $1,115+7.7% | $1,961-38.7% | $2,381-49.5% |
| Participant deferral / active EE | $641 | $2,301-72.1% | $3,108-79.4% | $3,470-81.5% |
| Admin fee / account holder | $34,236 | $4,223+710.8% | $5,060+576.7% | $4,888+600.4% |