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 | $25,883 | $57,354-54.9% | $83,848-69.1% | $64,186-59.7% |
| Participation rate | 67.9% | 68.6%-0.8pp | 76.1%-8.3pp | 69.6%-1.7pp |
| Annual return | -7.98% | 11.38%-19.4pp | 850.88%-858.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $818 | $2,545-67.9% | $3,631-77.5% | $2,381-65.6% |
| Participant deferral / active EE | $529 | $2,993-82.3% | $4,082-87.0% | $3,470-84.8% |
| Admin fee / account holder | $7,830 | $4,046+93.5% | $5,478+42.9% | $4,888+60.2% |