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 | $27,172 | $59,107-54.0% | $86,436-68.6% | $68,494-60.3% |
| Participation rate | 67.9% | 75.2%-7.4pp | 80.3%-12.5pp | 67.9%0pp |
| Annual return | -18.55% | -0.23%-18.3pp | 4394.89%-4413.4pp | -7.84%-10.7pp |
| Employer contribution / active EE | $366 | $2,519-85.5% | $3,769-90.3% | $2,596-85.9% |
| Participant deferral / active EE | $2,300 | $5,901-61.0% | $6,952-66.9% | $4,027-42.9% |
| Admin fee / account holder | $512 | $5,637-90.9% | $6,731-92.4% | $5,403-90.5% |