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 | $27,169 | $71,883-62.2% | $86,677-68.7% | $68,494-60.3% |
| Participation rate | 38.9% | 72.2%-33.3pp | 76.6%-37.7pp | 67.9%-29.0pp |
| Annual return | -16.76% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $979 | $2,173-54.9% | $2,836-65.5% | $2,596-62.3% |
| Participant deferral / active EE | $1,533 | $3,779-59.4% | $4,656-67.1% | $4,027-61.9% |
| Admin fee / account holder | $1,138 | $6,112-81.4% | $7,493-84.8% | $5,403-78.9% |