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 | $50,115 | $50,958-1.7% | $74,550-32.8% | $64,186-21.9% |
| Participation rate | 44.9% | 61.1%-16.2pp | 69.1%-24.3pp | 69.6%-24.7pp |
| Annual return | -6.04% | -1.86%-4.2pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $307 | $1,115-72.5% | $1,961-84.4% | $2,381-87.1% |
| Participant deferral / active EE | $932 | $2,301-59.5% | $3,108-70.0% | $3,470-73.1% |
| Admin fee / account holder | $6,186 | $4,223+46.5% | $5,060+22.3% | $4,888+26.6% |