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 | $65,493 | $50,958+28.5% | $74,550-12.1% | $64,186+2.0% |
| Participation rate | 49.2% | 61.1%-11.9pp | 69.1%-20.0pp | 69.6%-20.4pp |
| Annual return | -5.18% | -1.86%-3.3pp | 32.53%-37.7pp | 7.63%-12.8pp |
| Employer contribution / active EE | $674 | $1,115-39.6% | $1,961-65.6% | $2,381-71.7% |
| Participant deferral / active EE | $912 | $2,301-60.4% | $3,108-70.7% | $3,470-73.7% |
| Admin fee / account holder | $5,736 | $4,223+35.8% | $5,060+13.4% | $4,888+17.3% |