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 | $23,899 | $76,000-68.6% | $154,107-84.5% | $64,186-62.8% |
| Participation rate | 32.7% | 70.4%-37.7pp | 83.0%-50.3pp | 69.6%-36.9pp |
| Annual return | -2.27% | 30.32%-32.6pp | 735.12%-737.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $452 | $3,351-86.5% | $5,298-91.5% | $2,381-81.0% |
| Participant deferral / active EE | $472 | $3,175-85.1% | $5,081-90.7% | $3,470-86.4% |
| Admin fee / account holder | $3,885 | $5,596-30.6% | $13,411-71.0% | $4,888-20.5% |