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 | $26,660 | $54,380-51.0% | $68,509-61.1% | $59,632-55.3% |
| Participation rate | 46.7% | 70.2%-23.5pp | 74.7%-28.1pp | 68.7%-22.0pp |
| Annual return | -1.99% | 2.83%-4.8pp | 8.27%-10.3pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $916 | $2,643-65.3% | $3,382-72.9% | $3,192-71.3% |
| Admin fee / account holder | $752 | $3,885-80.6% | $5,275-85.7% | $4,297-82.5% |