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 | $21,768 | $73,867-70.5% | $143,757-84.9% | $68,494-68.2% |
| Participation rate | 44.2% | 66.7%-22.5pp | 80.3%-36.1pp | 67.9%-23.7pp |
| Annual return | -11.31% | 1.01%-12.3pp | -0.04%-11.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,106 | $3,184-65.3% | $4,951-77.7% | $2,596-57.4% |
| Participant deferral / active EE | $636 | $3,384-81.2% | $5,637-88.7% | $4,027-84.2% |
| Admin fee / account holder | $7,931 | $5,755+37.8% | $14,673-46.0% | $5,403+46.8% |