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 | $20,350 | $77,813-73.8% | $123,544-83.5% | $64,186-68.3% |
| Participation rate | 64.5% | 74.7%-10.2pp | 82.3%-17.8pp | 69.6%-5.1pp |
| Annual return | -6.82% | 12.48%-19.3pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,070 | $3,014-64.5% | $4,628-76.9% | $2,381-55.1% |
| Participant deferral / active EE | $1,714 | $5,240-67.3% | $6,426-73.3% | $3,470-50.6% |
| Admin fee / account holder | $749 | $5,519-86.4% | $9,284-91.9% | $4,888-84.7% |