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 | $66,534 | $65,703+1.3% | $94,224-29.4% | $59,632+11.6% |
| Participation rate | 58.0% | 72.1%-14.2pp | 78.8%-20.8pp | 68.7%-10.7pp |
| Annual return | -0.39% | 5.22%-5.6pp | 10.68%-11.1pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $814 | $2,021-59.7% | $3,587-77.3% | $2,203-63.1% |
| Participant deferral / active EE | $1,202 | $3,143-61.8% | $4,320-72.2% | $3,192-62.3% |
| Admin fee / account holder | $5,922 | $4,264+38.9% | $6,269-5.5% | $4,297+37.8% |