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 | $42,295 | $71,883-41.2% | $86,677-51.2% | $68,494-38.3% |
| Participation rate | 45.2% | 72.2%-27.1pp | 76.6%-31.4pp | 67.9%-22.7pp |
| Annual return | -17.21% | 3.52%-20.7pp | 35.91%-53.1pp | -7.84%-9.4pp |
| Employer contribution / active EE | $714 | $2,173-67.2% | $2,836-74.8% | $2,596-72.5% |
| Participant deferral / active EE | $909 | $3,779-76.0% | $4,656-80.5% | $4,027-77.4% |
| Admin fee / account holder | $11,822 | $6,112+93.4% | $7,493+57.8% | $5,403+118.8% |