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 | $31,639 | $77,813-59.3% | $123,544-74.4% | $64,186-50.7% |
| Participation rate | 60.0% | 74.7%-14.7pp | 82.3%-22.3pp | 69.6%-9.6pp |
| Annual return | -3.20% | 12.48%-15.7pp | 119.20%-122.4pp | 7.63%-10.8pp |
| Employer contribution / active EE | $1,207 | $3,014-59.9% | $4,628-73.9% | $2,381-49.3% |
| Participant deferral / active EE | $1,440 | $5,240-72.5% | $6,426-77.6% | $3,470-58.5% |
| Admin fee / account holder | $3,652 | $5,519-33.8% | $9,284-60.7% | $4,888-25.3% |