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 | $26,370 | $57,354-54.0% | $83,848-68.6% | $64,186-58.9% |
| Participation rate | 69.0% | 68.6%+0.4pp | 76.1%-7.1pp | 69.6%-0.6pp |
| Annual return | -1.78% | 11.38%-13.2pp | 850.88%-852.7pp | 7.63%-9.4pp |
| Employer contribution / active EE | $780 | $2,545-69.3% | $3,631-78.5% | $2,381-67.2% |
| Participant deferral / active EE | $1,028 | $2,993-65.6% | $4,082-74.8% | $3,470-70.4% |
| Admin fee / account holder | $8,819 | $4,046+118.0% | $5,478+61.0% | $4,888+80.4% |