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 | $51,572 | $56,484-8.7% | $169,463-69.6% | $64,186-19.7% |
| Participation rate | 19.4% | 64.5%-45.1pp | 77.8%-58.3pp | 69.6%-50.1pp |
| Annual return | -6.45% | -1.55%-4.9pp | 1.83%-8.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $676 | $1,832-63.1% | $4,159-83.8% | $2,381-71.6% |
| Participant deferral / active EE | $1,054 | $3,448-69.4% | $5,277-80.0% | $3,470-69.6% |
| Admin fee / account holder | $1,169 | $4,174-72.0% | $9,109-87.2% | $4,888-76.1% |