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 | $35,472 | $81,900-56.7% | $119,609-70.3% | $68,494-48.2% |
| Participation rate | 52.9% | 71.9%-19.0pp | 79.3%-26.3pp | 67.9%-14.9pp |
| Annual return | -13.24% | -23.82%+10.6pp | -14.97%+1.7pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,014 | $2,693-62.3% | $4,232-76.0% | $2,596-60.9% |
| Participant deferral / active EE | $1,347 | $4,148-67.5% | $5,602-76.0% | $4,027-66.6% |
| Admin fee / account holder | $1,325 | $6,582-79.9% | $10,323-87.2% | $5,403-75.5% |