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 | $45,224 | $97,044-53.4% | $83,333-45.7% | $135,375-66.6% |
| Participation rate | 68.2% | 80.4%-12.2pp | 77.8%-9.6pp | 82.6%-14.5pp |
| Annual return | -5.15% | 12.31%-17.5pp | 10.63%-15.8pp | 519.73%-524.9pp |
| Employer contribution / active EE | $602 | $4,143-85.5% | $3,379-82.2% | $4,779-87.4% |
| Participant deferral / active EE | $1,423 | $5,964-76.1% | $5,565-74.4% | $5,609-74.6% |
| Admin fee / account holder | $6,400 | $8,380-23.6% | $7,510-14.8% | $10,827-40.9% |