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 | $28,665 | $84,527-66.1% | $67,711-57.7% | $125,391-77.1% |
| Participation rate | 20.0% | 74.8%-54.8pp | 67.5%-47.5pp | 83.2%-63.2pp |
| Annual return | -1.95% | 2.57%-4.5pp | 25.41%-27.4pp | 282.22%-284.2pp |
| Employer contribution / active EE | $211 | $3,292-93.6% | $2,559-91.8% | $4,866-95.7% |
| Participant deferral / active EE | $439 | $4,429-90.1% | $3,585-87.8% | $5,352-91.8% |
| Admin fee / account holder | $441 | $5,340-91.7% | $4,255-89.6% | $9,540-95.4% |