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 | $51,726 | $127,386-59.4% | $115,037-55.0% | $125,391-58.7% |
| Participation rate | 69.2% | 84.2%-14.9pp | 81.4%-12.1pp | 83.2%-14.0pp |
| Annual return | -1.13% | 31.28%-32.4pp | 26.14%-27.3pp | 282.22%-283.4pp |
| Employer contribution / active EE | $2,181 | $5,166-57.8% | $4,608-52.7% | $4,866-55.2% |
| Participant deferral / active EE | $1,428 | $6,423-77.8% | $6,026-76.3% | $5,352-73.3% |
| Admin fee / account holder | $13,892 | $9,516+46.0% | $8,175+69.9% | $9,540+45.6% |