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 | $52,605 | $53,596-1.8% | $90,645-42.0% | $64,186-18.0% |
| Participation rate | 46.5% | 64.5%-18.0pp | 74.0%-27.5pp | 69.6%-23.1pp |
| Annual return | -7.42% | 4.41%-11.8pp | 1.88%-9.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,212 | $1,503-19.3% | $2,532-52.1% | $2,381-49.1% |
| Participant deferral / active EE | $288 | $2,459-88.3% | $3,425-91.6% | $3,470-91.7% |
| Admin fee / account holder | $1,769 | $3,868-54.3% | $4,994-64.6% | $4,888-63.8% |