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 | $51,503 | $64,707-20.4% | $112,228-54.1% | $68,494-24.8% |
| Participation rate | 22.4% | 67.2%-44.7pp | 75.1%-52.6pp | 67.9%-45.4pp |
| Annual return | -15.81% | -11.40%-4.4pp | 27.45%-43.3pp | -7.84%-8.0pp |
| Employer contribution / active EE | $2,169 | $2,746-21.0% | $3,635-40.3% | $2,596-16.5% |
| Participant deferral / active EE | $318 | $3,565-91.1% | $4,728-93.3% | $4,027-92.1% |
| Admin fee / account holder | $8,922 | $5,232+70.5% | $6,410+39.2% | $5,403+65.1% |