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 | $33,728 | $52,681-36.0% | $75,781-55.5% | $59,632-43.4% |
| Participation rate | 24.5% | 67.2%-42.7pp | 75.8%-51.3pp | 68.7%-44.1pp |
| Annual return | -0.17% | 2.95%-3.1pp | 9.68%-9.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $467 | $2,193-78.7% | $3,323-86.0% | $2,203-78.8% |
| Participant deferral / active EE | $732 | $2,591-71.7% | $3,651-79.9% | $3,192-77.1% |
| Admin fee / account holder | $4,544 | $3,610+25.9% | $5,299-14.3% | $4,297+5.7% |