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 | $19,451 | $54,726-64.5% | $68,793-71.7% | $64,186-69.7% |
| Participation rate | 41.4% | 68.0%-26.6pp | 72.2%-30.8pp | 69.6%-28.2pp |
| Annual return | -5.37% | -1.62%-3.7pp | -4.63%-0.7pp | 7.63%-13.0pp |
| Employer contribution / active EE | $374 | $1,846-79.7% | $2,625-85.8% | $2,381-84.3% |
| Participant deferral / active EE | $891 | $2,626-66.1% | $3,311-73.1% | $3,470-74.3% |
| Admin fee / account holder | $745 | $4,027-81.5% | $5,131-85.5% | $4,888-84.8% |