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 | $29,709 | $62,586-52.5% | $76,768-61.3% | $64,186-53.7% |
| Participation rate | 37.2% | 72.8%-35.6pp | 77.0%-39.8pp | 69.6%-32.4pp |
| Annual return | -2.40% | -1.95%-0.5pp | 2.43%-4.8pp | 7.63%-10.0pp |
| Employer contribution / active EE | $482 | $1,832-73.7% | $2,485-80.6% | $2,381-79.7% |
| Participant deferral / active EE | $605 | $3,145-80.8% | $3,852-84.3% | $3,470-82.6% |
| Admin fee / account holder | $713 | $4,667-84.7% | $6,675-89.3% | $4,888-85.4% |