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 | $24,289 | $52,836-54.0% | $105,738-77.0% | $64,186-62.2% |
| Participation rate | 25.4% | 66.5%-41.2pp | 76.3%-51.0pp | 69.6%-44.2pp |
| Annual return | -7.31% | 14.30%-21.6pp | 6.27%-13.6pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $3,268-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $475 | $2,545-81.4% | $4,080-88.4% | $3,470-86.3% |
| Admin fee / account holder | $1,298 | $3,959-67.2% | $6,913-81.2% | $4,888-73.4% |