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 | $63,857 | $77,813-17.9% | $123,544-48.3% | $64,186-0.5% |
| Participation rate | 28.6% | 74.7%-46.1pp | 82.3%-53.7pp | 69.6%-41.0pp |
| Annual return | -7.16% | 12.48%-19.6pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $980 | $3,014-67.5% | $4,628-78.8% | $2,381-58.8% |
| Participant deferral / active EE | $1,949 | $5,240-62.8% | $6,426-69.7% | $3,470-43.8% |
| Admin fee / account holder | $530 | $5,519-90.4% | $9,284-94.3% | $4,888-89.2% |