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 | $28,040 | $100,754-72.2% | $86,677-67.6% | $134,475-79.1% |
| Participation rate | 69.6% | 78.9%-9.4pp | 76.6%-7.0pp | 81.2%-11.7pp |
| Annual return | -14.83% | 29.04%-43.9pp | 35.91%-50.7pp | 417.96%-432.8pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,616 | $5,338-69.7% | $4,656-65.3% | $6,400-74.7% |
| Admin fee / account holder | $1,195 | $10,926-89.1% | $7,493-84.1% | $11,426-89.5% |