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 | $18,541 | $48,265-61.6% | $68,791-73.0% | $68,494-72.9% |
| Participation rate | 32.4% | 60.7%-28.3pp | 69.0%-36.7pp | 67.9%-35.5pp |
| Annual return | -18.22% | -12.71%-5.5pp | -6.38%-11.8pp | -7.84%-10.4pp |
| Employer contribution / active EE | $382 | $1,829-79.1% | $2,655-85.6% | $2,596-85.3% |
| Participant deferral / active EE | $770 | $2,867-73.1% | $3,941-80.5% | $4,027-80.9% |
| Admin fee / account holder | $2,064 | $4,355-52.6% | $4,932-58.1% | $5,403-61.8% |