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 | $37,658 | $62,586-39.8% | $76,768-50.9% | $64,186-41.3% |
| Participation rate | 60.7% | 72.8%-12.2pp | 77.0%-16.3pp | 69.6%-8.9pp |
| Annual return | 4.33% | -1.95%+6.3pp | 2.43%+1.9pp | 7.63%-3.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,320 | $3,145-58.0% | $3,852-65.7% | $3,470-61.9% |
| Admin fee / account holder | $9,447 | $4,667+102.4% | $6,675+41.5% | $4,888+93.3% |