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 | $22,782 | $59,107-61.5% | $86,436-73.6% | $68,494-66.7% |
| Participation rate | 63.0% | 75.2%-12.2pp | 80.3%-17.3pp | 67.9%-4.9pp |
| Annual return | -10.47% | -0.23%-10.2pp | 4394.89%-4405.4pp | -7.84%-2.6pp |
| Employer contribution / active EE | $839 | $2,519-66.7% | $3,769-77.7% | $2,596-67.7% |
| Participant deferral / active EE | $1,548 | $5,901-73.8% | $6,952-77.7% | $4,027-61.6% |
| Admin fee / account holder | $2,919 | $5,637-48.2% | $6,731-56.6% | $5,403-46.0% |