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 | $31,987 | $73,867-56.7% | $143,757-77.7% | $68,494-53.3% |
| Participation rate | 31.0% | 66.7%-35.6pp | 80.3%-49.3pp | 67.9%-36.9pp |
| Annual return | 6.69% | 1.01%+5.7pp | -0.04%+6.7pp | -7.84%+14.5pp |
| Employer contribution / active EE | $510 | $3,184-84.0% | $4,951-89.7% | $2,596-80.3% |
| Participant deferral / active EE | $878 | $3,384-74.0% | $5,637-84.4% | $4,027-78.2% |
| Admin fee / account holder | $856 | $5,755-85.1% | $14,673-94.2% | $5,403-84.2% |