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 | $41,564 | $59,107-29.7% | $86,436-51.9% | $68,494-39.3% |
| Participation rate | 44.3% | 75.2%-31.0pp | 80.3%-36.1pp | 67.9%-23.6pp |
| Annual return | -17.63% | -0.23%-17.4pp | 4394.89%-4412.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,231 | $2,519-51.1% | $3,769-67.3% | $2,596-52.6% |
| Participant deferral / active EE | $2,152 | $5,901-63.5% | $6,952-69.0% | $4,027-46.6% |
| Admin fee / account holder | $3,350 | $5,637-40.6% | $6,731-50.2% | $5,403-38.0% |