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 | $25,680 | $71,883-64.3% | $86,677-70.4% | $68,494-62.5% |
| Participation rate | 42.5% | 72.2%-29.7pp | 76.6%-34.1pp | 67.9%-25.4pp |
| Annual return | -14.46% | 3.52%-18.0pp | 35.91%-50.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $666 | $2,173-69.3% | $2,836-76.5% | $2,596-74.3% |
| Participant deferral / active EE | $1,523 | $3,779-59.7% | $4,656-67.3% | $4,027-62.2% |
| Admin fee / account holder | $2,312 | $6,112-62.2% | $7,493-69.2% | $5,403-57.2% |