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 | $65,580 | $78,694-16.7% | $67,652-3.1% | $125,391-47.7% |
| Participation rate | 58.3% | 78.8%-20.5pp | 75.7%-17.3pp | 83.2%-24.9pp |
| Annual return | -1.29% | 9.46%-10.7pp | 6625.04%-6626.3pp | 282.22%-283.5pp |
| Employer contribution / active EE | $833 | $3,044-72.6% | $2,266-63.2% | $4,866-82.9% |
| Participant deferral / active EE | $1,170 | $4,292-72.7% | $3,560-67.1% | $5,352-78.1% |
| Admin fee / account holder | $6,400 | $7,403-13.5% | $4,821+32.8% | $9,540-32.9% |