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 | $51,994 | $70,002-25.7% | $115,037-54.8% | $52,331-0.6% |
| Participation rate | 39.7% | 72.1%-32.4pp | 81.4%-41.7pp | 68.1%-28.4pp |
| Annual return | -0.25% | 4.04%-4.3pp | 26.14%-26.4pp | 4.54%-4.8pp |
| Employer contribution / active EE | $870 | $2,715-68.0% | $4,608-81.1% | $1,882-53.8% |
| Participant deferral / active EE | $1,500 | $4,920-69.5% | $6,026-75.1% | $3,022-50.4% |
| Admin fee / account holder | $3,883 | $566+586.0% | $8,175-52.5% | $592+556.3% |