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 | $20,328 | $50,958-60.1% | $74,550-72.7% | $64,186-68.3% |
| Participation rate | 67.9% | 61.1%+6.8pp | 69.1%-1.2pp | 69.6%-1.7pp |
| Annual return | -6.23% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $325 | $1,115-70.8% | $1,961-83.4% | $2,381-86.3% |
| Participant deferral / active EE | $877 | $2,301-61.9% | $3,108-71.8% | $3,470-74.7% |
| Admin fee / account holder | $565 | $4,223-86.6% | $5,060-88.8% | $4,888-88.4% |