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 9-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 | $55,572 | $56,484-1.6% | $169,463-67.2% | $64,186-13.4% |
| Participation rate | 45.8% | 64.5%-18.7pp | 77.8%-31.9pp | 69.6%-23.7pp |
| Annual return | 1.64% | -1.55%+3.2pp | 1.83%-0.2pp | 7.63%-6.0pp |
| Employer contribution / active EE | $903 | $1,832-50.7% | $4,159-78.3% | $2,381-62.1% |
| Participant deferral / active EE | $934 | $3,448-72.9% | $5,277-82.3% | $3,470-73.1% |
| Admin fee / account holder | $10,113 | $4,174+142.3% | $9,109+11.0% | $4,888+106.9% |