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 | $43,568 | $71,883-39.4% | $86,677-49.7% | $68,494-36.4% |
| Participation rate | 38.7% | 72.2%-33.5pp | 76.6%-37.9pp | 67.9%-29.2pp |
| Annual return | -16.09% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $898 | $2,173-58.6% | $2,836-68.3% | $2,596-65.4% |
| Participant deferral / active EE | $1,338 | $3,779-64.6% | $4,656-71.3% | $4,027-66.8% |
| Admin fee / account holder | $7,612 | $6,112+24.6% | $7,493+1.6% | $5,403+40.9% |