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 | $96,162 | $53,596+79.4% | $90,645+6.1% | $64,186+49.8% |
| Participation rate | 54.3% | 64.5%-10.2pp | 74.0%-19.7pp | 69.6%-15.3pp |
| Annual return | -2.71% | 4.41%-7.1pp | 1.88%-4.6pp | 7.63%-10.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $824 | $2,459-66.5% | $3,425-75.9% | $3,470-76.2% |
| Admin fee / account holder | $6,918 | $3,868+78.9% | $4,994+38.5% | $4,888+41.5% |