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 5-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 | $51,990 | $52,903-1.7% | $73,307-29.1% | $59,632-12.8% |
| Participation rate | 62.8% | 68.2%-5.4pp | 74.9%-12.1pp | 68.7%-5.9pp |
| Annual return | 0.13% | 12.20%-12.1pp | 5.67%-5.5pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,497 | $4,069-63.2% | $4,991-70.0% | $3,192-53.1% |
| Admin fee / account holder | $14,293 | $3,834+272.8% | $5,637+153.6% | $4,297+232.6% |