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 | $32,174 | $53,596-40.0% | $90,645-64.5% | $64,186-49.9% |
| Participation rate | 23.3% | 64.5%-41.2pp | 74.0%-50.7pp | 69.6%-46.2pp |
| Annual return | -5.21% | 4.41%-9.6pp | 1.88%-7.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $304 | $2,459-87.6% | $3,425-91.1% | $3,470-91.2% |
| Admin fee / account holder | $3,772 | $3,868-2.5% | $4,994-24.5% | $4,888-22.8% |