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 | $39,068 | $50,958-23.3% | $74,550-47.6% | $64,186-39.1% |
| Participation rate | 36.8% | 61.1%-24.2pp | 69.1%-32.3pp | 69.6%-32.7pp |
| Annual return | -5.07% | -1.86%-3.2pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $388 | $1,115-65.2% | $1,961-80.2% | $2,381-83.7% |
| Participant deferral / active EE | $970 | $2,301-57.9% | $3,108-68.8% | $3,470-72.1% |
| Admin fee / account holder | $7,342 | $4,223+73.9% | $5,060+45.1% | $4,888+50.2% |