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 | $20,878 | $95,971-78.2% | $74,550-72.0% | $135,375-84.6% |
| Participation rate | 47.8% | 75.7%-27.8pp | 69.1%-21.3pp | 82.6%-34.8pp |
| Annual return | -5.00% | 56.96%-62.0pp | 32.53%-37.5pp | 519.73%-524.7pp |
| Employer contribution / active EE | $420 | $2,716-84.5% | $1,961-78.6% | $4,779-91.2% |
| Participant deferral / active EE | $469 | $3,843-87.8% | $3,108-84.9% | $5,609-91.6% |
| Admin fee / account holder | $1,531 | $6,522-76.5% | $5,060-69.7% | $10,827-85.9% |