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 | $25,629 | $48,265-46.9% | $68,791-62.7% | $68,494-62.6% |
| Participation rate | 58.0% | 60.7%-2.7pp | 69.0%-11.0pp | 67.9%-9.9pp |
| Annual return | -13.69% | -12.71%-1.0pp | -6.38%-7.3pp | -7.84%-5.8pp |
| Employer contribution / active EE | $750 | $1,829-59.0% | $2,655-71.7% | $2,596-71.1% |
| Participant deferral / active EE | $912 | $2,867-68.2% | $3,941-76.9% | $4,027-77.4% |
| Admin fee / account holder | $611 | $4,355-86.0% | $4,932-87.6% | $5,403-88.7% |