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 | $36,664 | $72,177-49.2% | $115,037-68.1% | $59,632-38.5% |
| Participation rate | 63.6% | 72.6%-8.9pp | 81.4%-17.7pp | 68.7%-5.0pp |
| Annual return | -1.24% | 12.02%-13.3pp | 26.14%-27.4pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $837 | $2,841-70.5% | $4,608-81.8% | $2,203-62.0% |
| Participant deferral / active EE | $1,777 | $4,783-62.8% | $6,026-70.5% | $3,192-44.3% |
| Admin fee / account holder | $1,751 | $4,927-64.5% | $8,175-78.6% | $4,297-59.2% |