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 | $42,840 | $77,813-44.9% | $123,544-65.3% | $64,186-33.3% |
| Participation rate | 25.7% | 74.7%-49.0pp | 82.3%-56.6pp | 69.6%-43.9pp |
| Annual return | -5.55% | 12.48%-18.0pp | 119.20%-124.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $620 | $3,014-79.4% | $4,628-86.6% | $2,381-73.9% |
| Participant deferral / active EE | $1,498 | $5,240-71.4% | $6,426-76.7% | $3,470-56.8% |
| Admin fee / account holder | $5,858 | $5,519+6.2% | $9,284-36.9% | $4,888+19.8% |