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 | $12,480 | $48,265-74.1% | $68,791-81.9% | $68,494-81.8% |
| Participation rate | 30.6% | 60.7%-30.1pp | 69.0%-38.4pp | 67.9%-37.3pp |
| Annual return | -11.41% | -12.71%+1.3pp | -6.38%-5.0pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,001 | $1,829-45.2% | $2,655-62.3% | $2,596-61.4% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,668 | $4,355-61.7% | $4,932-66.2% | $5,403-69.1% |