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 | $30,619 | $43,723-30.0% | $121,196-74.7% | $64,186-52.3% |
| Participation rate | 29.4% | 58.3%-28.9pp | 71.7%-42.3pp | 69.6%-40.2pp |
| Annual return | -7.47% | 68.91%-76.4pp | 16.93%-24.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $550 | $1,296-57.6% | $4,022-86.3% | $2,381-76.9% |
| Participant deferral / active EE | $830 | $2,280-63.6% | $3,344-75.2% | $3,470-76.1% |
| Admin fee / account holder | $4,829 | $3,501+37.9% | $5,019-3.8% | $4,888-1.2% |