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 | $22,514 | $56,484-60.1% | $169,463-86.7% | $64,186-64.9% |
| Participation rate | 35.2% | 64.5%-29.4pp | 77.8%-42.6pp | 69.6%-34.4pp |
| Annual return | -5.65% | -1.55%-4.1pp | 1.83%-7.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $778 | $1,832-57.5% | $4,159-81.3% | $2,381-67.3% |
| Participant deferral / active EE | $1,000 | $3,448-71.0% | $5,277-81.1% | $3,470-71.2% |
| Admin fee / account holder | $4,149 | $4,174-0.6% | $9,109-54.5% | $4,888-15.1% |