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 | $32,972 | $67,411-51.1% | $91,001-63.8% | $70,131-53.0% |
| Participation rate | 66.7% | 71.4%-4.7pp | 75.6%-8.9pp | 69.5%-2.9pp |
| Annual return | 15.72% | -40.16%+55.9pp | 4.60%+11.1pp | 73.14%-57.4pp |
| Employer contribution / active EE | $552 | $1,786-69.1% | $2,456-77.5% | $2,342-76.5% |
| Participant deferral / active EE | $1,148 | $2,823-59.3% | $3,547-67.6% | $3,332-65.6% |
| Admin fee / account holder | $760 | $4,236-82.1% | $5,417-86.0% | $4,645-83.6% |