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 | $49,304 | $81,900-39.8% | $119,609-58.8% | $68,494-28.0% |
| Participation rate | 27.5% | 71.9%-44.4pp | 79.3%-51.8pp | 67.9%-40.4pp |
| Annual return | -15.13% | -23.82%+8.7pp | -14.97%-0.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $879 | $2,693-67.4% | $4,232-79.2% | $2,596-66.1% |
| Participant deferral / active EE | $1,212 | $4,148-70.8% | $5,602-78.4% | $4,027-69.9% |
| Admin fee / account holder | $4,011 | $6,582-39.1% | $10,323-61.2% | $5,403-25.8% |