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 | $24,512 | $46,674-47.5% | $117,472-79.1% | $68,494-64.2% |
| Participation rate | 66.7% | 56.8%+9.9pp | 70.6%-3.9pp | 67.9%-1.2pp |
| Annual return | -12.27% | -14.52%+2.2pp | 29.74%-42.0pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,581 | $1,505+5.0% | $4,176-62.2% | $2,596-39.1% |
| Participant deferral / active EE | $802 | $2,636-69.6% | $4,070-80.3% | $4,027-80.1% |
| Admin fee / account holder | $2,147 | $4,020-46.6% | $5,645-62.0% | $5,403-60.3% |