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 | $58,873 | $59,107-0.4% | $86,436-31.9% | $68,494-14.0% |
| Participation rate | 40.8% | 75.2%-34.4pp | 80.3%-39.5pp | 67.9%-27.1pp |
| Annual return | -17.16% | -0.23%-16.9pp | 4394.89%-4412.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $692 | $2,519-72.5% | $3,769-81.6% | $2,596-73.4% |
| Participant deferral / active EE | $1,634 | $5,901-72.3% | $6,952-76.5% | $4,027-59.4% |
| Admin fee / account holder | $1,458 | $5,637-74.1% | $6,731-78.3% | $5,403-73.0% |