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 | $29,689 | $56,484-47.4% | $169,463-82.5% | $64,186-53.7% |
| Participation rate | 32.7% | 64.5%-31.9pp | 77.8%-45.1pp | 69.6%-36.9pp |
| Annual return | -6.69% | -1.55%-5.1pp | 1.83%-8.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $740 | $1,832-59.6% | $4,159-82.2% | $2,381-68.9% |
| Participant deferral / active EE | $748 | $3,448-78.3% | $5,277-85.8% | $3,470-78.4% |
| Admin fee / account holder | $4,599 | $4,174+10.2% | $9,109-49.5% | $4,888-5.9% |