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 | $47,660 | $71,883-33.7% | $86,677-45.0% | $68,494-30.4% |
| Participation rate | 55.1% | 72.2%-17.2pp | 76.6%-21.5pp | 67.9%-12.8pp |
| Annual return | -15.16% | 3.52%-18.7pp | 35.91%-51.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $689 | $2,173-68.3% | $2,836-75.7% | $2,596-73.5% |
| Participant deferral / active EE | $1,597 | $3,779-57.7% | $4,656-65.7% | $4,027-60.3% |
| Admin fee / account holder | $1,431 | $6,112-76.6% | $7,493-80.9% | $5,403-73.5% |