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 | $20,015 | $69,010-71.0% | $159,960-87.5% | $68,494-70.8% |
| Participation rate | 55.7% | 65.4%-9.7pp | 78.0%-22.2pp | 67.9%-12.2pp |
| Annual return | -14.54% | -9.65%-4.9pp | 408.60%-423.1pp | -7.84%-6.7pp |
| Employer contribution / active EE | $618 | $2,213-72.1% | $4,226-85.4% | $2,596-76.2% |
| Participant deferral / active EE | $1,071 | $4,212-74.6% | $6,182-82.7% | $4,027-73.4% |
| Admin fee / account holder | $731 | $4,798-84.8% | $8,698-91.6% | $5,403-86.5% |