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 | $23,307 | $77,813-70.0% | $123,544-81.1% | $64,186-63.7% |
| Participation rate | 43.3% | 74.7%-31.4pp | 82.3%-39.0pp | 69.6%-26.2pp |
| Annual return | -6.89% | 12.48%-19.4pp | 119.20%-126.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $716 | $3,014-76.3% | $4,628-84.5% | $2,381-69.9% |
| Participant deferral / active EE | $1,513 | $5,240-71.1% | $6,426-76.5% | $3,470-56.4% |
| Admin fee / account holder | $697 | $5,519-87.4% | $9,284-92.5% | $4,888-85.7% |