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 | $43,558 | $67,411-35.4% | $91,001-52.1% | $70,131-37.9% |
| Participation rate | 60.0% | 71.4%-11.4pp | 75.6%-15.6pp | 69.5%-9.5pp |
| Annual return | 15.59% | -40.16%+55.8pp | 4.60%+11.0pp | 73.14%-57.6pp |
| Employer contribution / active EE | $772 | $1,786-56.8% | $2,456-68.6% | $2,342-67.1% |
| Participant deferral / active EE | $989 | $2,823-65.0% | $3,547-72.1% | $3,332-70.3% |
| Admin fee / account holder | $1,405 | $4,236-66.8% | $5,417-74.1% | $4,645-69.7% |