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 | $34,614 | $72,404-52.2% | $110,238-68.6% | $64,186-46.1% |
| Participation rate | 65.2% | 73.3%-8.1pp | 79.8%-14.6pp | 69.6%-4.4pp |
| Annual return | -4.21% | -6.29%+2.1pp | 314.74%-318.9pp | 7.63%-11.8pp |
| Employer contribution / active EE | $605 | $2,282-73.5% | $3,826-84.2% | $2,381-74.6% |
| Participant deferral / active EE | $1,417 | $3,469-59.1% | $4,672-69.7% | $3,470-59.2% |
| Admin fee / account holder | $3,129 | $5,664-44.8% | $8,547-63.4% | $4,888-36.0% |