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 | $62,674 | $62,586+0.1% | $76,768-18.4% | $64,186-2.4% |
| Participation rate | 58.1% | 72.8%-14.8pp | 77.0%-18.9pp | 69.6%-11.5pp |
| Annual return | -4.21% | -1.95%-2.3pp | 2.43%-6.6pp | 7.63%-11.8pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,311 | $3,145-58.3% | $3,852-66.0% | $3,470-62.2% |
| Admin fee / account holder | $5,639 | $4,667+20.8% | $6,675-15.5% | $4,888+15.4% |