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 | $25,308 | $71,883-64.8% | $86,677-70.8% | $68,494-63.1% |
| Participation rate | 37.1% | 72.2%-35.1pp | 76.6%-39.5pp | 67.9%-30.8pp |
| Annual return | -13.74% | 3.52%-17.3pp | 35.91%-49.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $854 | $2,173-60.7% | $2,836-69.9% | $2,596-67.1% |
| Participant deferral / active EE | $1,462 | $3,779-61.3% | $4,656-68.6% | $4,027-63.7% |
| Admin fee / account holder | $3,934 | $6,112-35.6% | $7,493-47.5% | $5,403-27.2% |