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 | $25,222 | $71,883-64.9% | $86,677-70.9% | $68,494-63.2% |
| Participation rate | 44.1% | 72.2%-28.2pp | 76.6%-32.5pp | 67.9%-23.8pp |
| Annual return | -13.71% | 3.52%-17.2pp | 35.91%-49.6pp | -7.84%-5.9pp |
| Employer contribution / active EE | $868 | $2,173-60.1% | $2,836-69.4% | $2,596-66.6% |
| Participant deferral / active EE | $1,226 | $3,779-67.6% | $4,656-73.7% | $4,027-69.6% |
| Admin fee / account holder | $2,576 | $6,112-57.9% | $7,493-65.6% | $5,403-52.3% |