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 | $18,396 | $30,732-40.1% | $59,496-69.1% | $59,632-69.2% |
| Participation rate | 13.3% | 43.2%-29.9pp | 54.6%-41.2pp | 68.7%-55.3pp |
| Annual return | -1.54% | 4.47%-6.0pp | 182.05%-183.6pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $147 | $631-76.7% | $1,153-87.2% | $2,203-93.3% |
| Participant deferral / active EE | $239 | $1,183-79.8% | $1,829-86.9% | $3,192-92.5% |
| Admin fee / account holder | $1,789 | $2,136-16.3% | $2,232-19.9% | $4,297-58.4% |