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 | $61,387 | $50,958+20.5% | $74,550-17.7% | $64,186-4.4% |
| Participation rate | 13.9% | 61.1%-47.1pp | 69.1%-55.2pp | 69.6%-55.6pp |
| Annual return | -2.84% | -1.86%-1.0pp | 32.53%-35.4pp | 7.63%-10.5pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $261 | $2,301-88.7% | $3,108-91.6% | $3,470-92.5% |
| Admin fee / account holder | $473 | $4,223-88.8% | $5,060-90.7% | $4,888-90.3% |