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 | $38,065 | $71,883-47.0% | $86,677-56.1% | $68,494-44.4% |
| Participation rate | 63.3% | 72.2%-8.9pp | 76.6%-13.2pp | 67.9%-4.6pp |
| Annual return | 2.45% | 3.52%-1.1pp | 35.91%-33.5pp | -7.84%+10.3pp |
| Employer contribution / active EE | $1,261 | $2,173-42.0% | $2,836-55.5% | $2,596-51.4% |
| Participant deferral / active EE | $1,627 | $3,779-56.9% | $4,656-65.0% | $4,027-59.6% |
| Admin fee / account holder | $502 | $6,112-91.8% | $7,493-93.3% | $5,403-90.7% |