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 | $15,951 | $73,867-78.4% | $143,757-88.9% | $68,494-76.7% |
| Participation rate | 47.7% | 66.7%-18.9pp | 80.3%-32.6pp | 67.9%-20.2pp |
| Annual return | -13.39% | 1.01%-14.4pp | -0.04%-13.4pp | -7.84%-5.5pp |
| Employer contribution / active EE | $764 | $3,184-76.0% | $4,951-84.6% | $2,596-70.6% |
| Participant deferral / active EE | $809 | $3,384-76.1% | $5,637-85.7% | $4,027-79.9% |
| Admin fee / account holder | $1,721 | $5,755-70.1% | $14,673-88.3% | $5,403-68.1% |