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 | $12,435 | $42,894-71.0% | $60,874-79.6% | $68,494-81.8% |
| Participation rate | 40.6% | 66.8%-26.2pp | 73.1%-32.5pp | 67.9%-27.3pp |
| Annual return | -18.16% | -13.98%-4.2pp | 16.90%-35.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $432 | $1,978-78.2% | $2,701-84.0% | $2,596-83.4% |
| Participant deferral / active EE | $834 | $2,867-70.9% | $3,817-78.1% | $4,027-79.3% |
| Admin fee / account holder | $3,602 | $3,101+16.2% | $3,224+11.7% | $5,403-33.3% |