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 | $29,626 | $59,805-50.5% | $79,550-62.8% | $68,494-56.7% |
| Participation rate | 51.2% | 61.1%-9.8pp | 69.5%-18.3pp | 67.9%-16.7pp |
| Annual return | -18.22% | -12.30%-5.9pp | 0.16%-18.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $732 | $1,505-51.4% | $2,413-69.7% | $2,596-71.8% |
| Participant deferral / active EE | $1,194 | $3,024-60.5% | $3,985-70.1% | $4,027-70.4% |
| Admin fee / account holder | $1,253 | $4,835-74.1% | $6,832-81.7% | $5,403-76.8% |