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 | $53,681 | $56,357-4.7% | $104,294-48.5% | $68,494-21.6% |
| Participation rate | 28.3% | 63.3%-35.0pp | 73.3%-45.0pp | 67.9%-39.6pp |
| Annual return | -12.80% | -9.19%-3.6pp | 24.61%-37.4pp | -7.84%-5.0pp |
| Employer contribution / active EE | $890 | $1,960-54.6% | $3,372-73.6% | $2,596-65.7% |
| Participant deferral / active EE | $1,033 | $3,077-66.4% | $4,625-77.7% | $4,027-74.4% |
| Admin fee / account holder | $3,124 | $4,903-36.3% | $7,339-57.4% | $5,403-42.2% |