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 | $81,393 | $61,660+32.0% | $80,019+1.7% | $64,186+26.8% |
| Participation rate | 20.0% | 71.7%-51.7pp | 75.8%-55.8pp | 69.6%-49.6pp |
| Annual return | -6.96% | -0.33%-6.6pp | 11.22%-18.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $390 | $1,810-78.5% | $2,468-84.2% | $2,381-83.6% |
| Participant deferral / active EE | $759 | $2,968-74.4% | $3,686-79.4% | $3,470-78.1% |
| Admin fee / account holder | $4,166 | $5,417-23.1% | $6,521-36.1% | $4,888-14.8% |