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 | $17,437 | $43,723-60.1% | $121,196-85.6% | $64,186-72.8% |
| Participation rate | 37.3% | 58.3%-21.0pp | 71.7%-34.4pp | 69.6%-32.3pp |
| Annual return | -6.16% | 68.91%-75.1pp | 16.93%-23.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $699 | $1,296-46.1% | $4,022-82.6% | $2,381-70.6% |
| Participant deferral / active EE | $735 | $2,280-67.8% | $3,344-78.0% | $3,470-78.8% |
| Admin fee / account holder | $822 | $3,501-76.5% | $5,019-83.6% | $4,888-83.2% |