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 | $49,227 | $91,911-46.4% | $68,793-28.4% | $135,375-63.6% |
| Participation rate | 61.5% | 76.7%-15.2pp | 72.2%-10.7pp | 82.6%-21.1pp |
| Annual return | -5.08% | -8.22%+3.1pp | -4.63%-0.5pp | 519.73%-524.8pp |
| Employer contribution / active EE | $206 | $3,924-94.8% | $2,625-92.2% | $4,779-95.7% |
| Participant deferral / active EE | $412 | $4,315-90.5% | $3,311-87.6% | $5,609-92.7% |
| Admin fee / account holder | $13,962 | $9,240+51.1% | $5,131+172.1% | $10,827+29.0% |