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 | $20,683 | $82,664-75.0% | $125,339-83.5% | $68,494-69.8% |
| Participation rate | 48.8% | 75.0%-26.3pp | 82.4%-33.6pp | 67.9%-19.1pp |
| Annual return | -12.00% | -5.97%-6.0pp | 572.05%-584.1pp | -7.84%-4.2pp |
| Employer contribution / active EE | $4,681 | $3,381+38.5% | $4,814-2.8% | $2,596+80.3% |
| Participant deferral / active EE | $448 | $6,110-92.7% | $7,446-94.0% | $4,027-88.9% |
| Admin fee / account holder | $439 | $6,275-93.0% | $10,010-95.6% | $5,403-91.9% |