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 | $42,438 | $77,813-45.5% | $123,544-65.6% | $64,186-33.9% |
| Participation rate | 28.0% | 74.7%-46.7pp | 82.3%-54.3pp | 69.6%-41.6pp |
| Annual return | -4.25% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $713 | $3,014-76.4% | $4,628-84.6% | $2,381-70.1% |
| Participant deferral / active EE | $1,445 | $5,240-72.4% | $6,426-77.5% | $3,470-58.4% |
| Admin fee / account holder | $712 | $5,519-87.1% | $9,284-92.3% | $4,888-85.4% |