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 | $30,984 | $71,883-56.9% | $86,677-64.3% | $68,494-54.8% |
| Participation rate | 52.1% | 72.2%-20.2pp | 76.6%-24.5pp | 67.9%-15.8pp |
| Annual return | -10.64% | 3.52%-14.2pp | 35.91%-46.5pp | -7.84%-2.8pp |
| Employer contribution / active EE | $593 | $2,173-72.7% | $2,836-79.1% | $2,596-77.2% |
| Participant deferral / active EE | $1,396 | $3,779-63.0% | $4,656-70.0% | $4,027-65.3% |
| Admin fee / account holder | $1,888 | $6,112-69.1% | $7,493-74.8% | $5,403-65.1% |