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 | $29,464 | $77,813-62.1% | $123,544-76.2% | $64,186-54.1% |
| Participation rate | 64.0% | 74.7%-10.7pp | 82.3%-18.2pp | 69.6%-5.5pp |
| Annual return | -2.91% | 12.48%-15.4pp | 119.20%-122.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,117 | $3,014-62.9% | $4,628-75.9% | $2,381-53.1% |
| Participant deferral / active EE | $2,017 | $5,240-61.5% | $6,426-68.6% | $3,470-41.9% |
| Admin fee / account holder | $5,653 | $5,519+2.4% | $9,284-39.1% | $4,888+15.7% |