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 | $23,087 | $50,958-54.7% | $74,550-69.0% | $64,186-64.0% |
| Participation rate | 38.2% | 61.1%-22.8pp | 69.1%-30.9pp | 69.6%-31.3pp |
| Annual return | -4.94% | -1.86%-3.1pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $558 | $1,115-50.0% | $1,961-71.6% | $2,381-76.6% |
| Participant deferral / active EE | $1,009 | $2,301-56.2% | $3,108-67.5% | $3,470-70.9% |
| Admin fee / account holder | $3,200 | $4,223-24.2% | $5,060-36.8% | $4,888-34.5% |