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 | $47,582 | $58,577-18.8% | $83,333-42.9% | $64,186-25.9% |
| Participation rate | 42.6% | 72.0%-29.5pp | 77.8%-35.2pp | 69.6%-27.0pp |
| Annual return | -5.12% | 9.65%-14.8pp | 10.63%-15.8pp | 7.63%-12.8pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,423 | $4,654-69.4% | $5,565-74.4% | $3,470-59.0% |
| Admin fee / account holder | $6,175 | $9,275-33.4% | $7,510-17.8% | $4,888+26.3% |