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 | $25,882 | $73,867-65.0% | $143,757-82.0% | $68,494-62.2% |
| Participation rate | 65.9% | 66.7%-0.8pp | 80.3%-14.5pp | 67.9%-2.0pp |
| Annual return | -18.54% | 1.01%-19.5pp | -0.04%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,323 | $3,184-27.1% | $4,951-53.1% | $2,596-10.5% |
| Participant deferral / active EE | $694 | $3,384-79.5% | $5,637-87.7% | $4,027-82.8% |
| Admin fee / account holder | $1,356 | $5,755-76.4% | $14,673-90.8% | $5,403-74.9% |