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 | $86,524 | $61,660+40.3% | $80,019+8.1% | $64,186+34.8% |
| Participation rate | 34.2% | 71.7%-37.4pp | 75.8%-41.6pp | 69.6%-35.3pp |
| Annual return | -6.80% | -0.33%-6.5pp | 11.22%-18.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,209 | $2,968-59.3% | $3,686-67.2% | $3,470-65.2% |
| Admin fee / account holder | $18,540 | $5,417+242.2% | $6,521+184.3% | $4,888+279.3% |