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 | $85,673 | $61,660+38.9% | $80,019+7.1% | $64,186+33.5% |
| Participation rate | 19.4% | 71.7%-52.3pp | 75.8%-56.4pp | 69.6%-50.2pp |
| Annual return | -6.10% | -0.33%-5.8pp | 11.22%-17.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $404 | $1,810-77.7% | $2,468-83.6% | $2,381-83.0% |
| Participant deferral / active EE | $970 | $2,968-67.3% | $3,686-73.7% | $3,470-72.0% |
| Admin fee / account holder | $3,881 | $5,417-28.4% | $6,521-40.5% | $4,888-20.6% |