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 | $32,284 | $69,518-53.6% | $59,878-46.1% | $135,375-76.2% |
| Participation rate | 52.6% | 77.8%-25.2pp | 74.7%-22.1pp | 82.6%-30.0pp |
| Annual return | -1.08% | 7.94%-9.0pp | 3.46%-4.5pp | 519.73%-520.8pp |
| Employer contribution / active EE | $1,393 | $3,235-56.9% | $2,722-48.8% | $4,779-70.8% |
| Participant deferral / active EE | $640 | $4,206-84.8% | $3,402-81.2% | $5,609-88.6% |
| Admin fee / account holder | $2,598 | $5,734-54.7% | $3,590-27.6% | $10,827-76.0% |