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 | $25,223 | $61,660-59.1% | $80,019-68.5% | $64,186-60.7% |
| Participation rate | 21.3% | 71.7%-50.4pp | 75.8%-54.5pp | 69.6%-48.3pp |
| Annual return | -7.19% | -0.33%-6.9pp | 11.22%-18.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $398 | $1,810-78.0% | $2,468-83.9% | $2,381-83.3% |
| Participant deferral / active EE | $583 | $2,968-80.4% | $3,686-84.2% | $3,470-83.2% |
| Admin fee / account holder | $426 | $5,417-92.1% | $6,521-93.5% | $4,888-91.3% |