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 | $45,904 | $82,664-44.5% | $125,339-63.4% | $68,494-33.0% |
| Participation rate | 34.5% | 75.0%-40.6pp | 82.4%-47.9pp | 67.9%-33.4pp |
| Annual return | 2.05% | -5.97%+8.0pp | 572.05%-570.0pp | -7.84%+9.9pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,331 | $6,110-78.2% | $7,446-82.1% | $4,027-66.9% |
| Admin fee / account holder | $5,968 | $6,275-4.9% | $10,010-40.4% | $5,403+10.5% |