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 | $50,839 | $72,404-29.8% | $110,238-53.9% | $64,186-20.8% |
| Participation rate | 54.5% | 73.3%-18.8pp | 79.8%-25.3pp | 69.6%-15.0pp |
| Annual return | -5.28% | -6.29%+1.0pp | 314.74%-320.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $592 | $2,282-74.1% | $3,826-84.5% | $2,381-75.1% |
| Participant deferral / active EE | $1,153 | $3,469-66.8% | $4,672-75.3% | $3,470-66.8% |
| Admin fee / account holder | $4,332 | $5,664-23.5% | $8,547-49.3% | $4,888-11.4% |