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 | $42,453 | $62,586-32.2% | $76,768-44.7% | $64,186-33.9% |
| Participation rate | 39.3% | 72.8%-33.5pp | 77.0%-37.7pp | 69.6%-30.3pp |
| Annual return | -7.51% | -1.95%-5.6pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $952 | $1,832-48.1% | $2,485-61.7% | $2,381-60.0% |
| Participant deferral / active EE | $1,202 | $3,145-61.8% | $3,852-68.8% | $3,470-65.4% |
| Admin fee / account holder | $1,966 | $4,667-57.9% | $6,675-70.6% | $4,888-59.8% |