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 | $75,668 | $62,586+20.9% | $76,768-1.4% | $64,186+17.9% |
| Participation rate | 23.1% | 72.8%-49.7pp | 77.0%-53.9pp | 69.6%-46.5pp |
| Annual return | -7.07% | -1.95%-5.1pp | 2.43%-9.5pp | 7.63%-14.7pp |
| Employer contribution / active EE | $757 | $1,832-58.7% | $2,485-69.5% | $2,381-68.2% |
| Participant deferral / active EE | $1,371 | $3,145-56.4% | $3,852-64.4% | $3,470-60.5% |
| Admin fee / account holder | $548 | $4,667-88.3% | $6,675-91.8% | $4,888-88.8% |