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 | $19,517 | $46,674-58.2% | $117,472-83.4% | $68,494-71.5% |
| Participation rate | 35.9% | 56.8%-20.9pp | 70.6%-34.7pp | 67.9%-32.0pp |
| Annual return | -13.28% | -14.52%+1.2pp | 29.74%-43.0pp | -7.84%-5.4pp |
| Employer contribution / active EE | $672 | $1,505-55.3% | $4,176-83.9% | $2,596-74.1% |
| Participant deferral / active EE | $798 | $2,636-69.7% | $4,070-80.4% | $4,027-80.2% |
| Admin fee / account holder | $5,454 | $4,020+35.7% | $5,645-3.4% | $5,403+0.9% |