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 3-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 | $22,963 | $127,386-82.0% | $115,037-80.0% | $125,391-81.7% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -0.51% | 31.28%-31.8pp | 26.14%-26.7pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,137 | $5,166-78.0% | $4,608-75.3% | $4,866-76.6% |
| Participant deferral / active EE | $1,823 | $6,423-71.6% | $6,026-69.8% | $5,352-65.9% |
| Admin fee / account holder | $4,385 | $9,516-53.9% | $8,175-46.4% | $9,540-54.0% |