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 | $28,963 | $71,883-59.7% | $86,677-66.6% | $68,494-57.7% |
| Participation rate | 33.8% | 72.2%-38.5pp | 76.6%-42.8pp | 67.9%-34.1pp |
| Annual return | -12.13% | 3.52%-15.6pp | 35.91%-48.0pp | -7.84%-4.3pp |
| Employer contribution / active EE | $805 | $2,173-63.0% | $2,836-71.6% | $2,596-69.0% |
| Participant deferral / active EE | $1,457 | $3,779-61.4% | $4,656-68.7% | $4,027-63.8% |
| Admin fee / account holder | $3,242 | $6,112-47.0% | $7,493-56.7% | $5,403-40.0% |