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 | $25,364 | $167,484-84.9% | $151,611-83.3% | $134,475-81.1% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -11.60% | 7.80%-19.4pp | 3.33%-14.9pp | 417.96%-429.6pp |
| Employer contribution / active EE | $2,014 | $6,829-70.5% | $6,166-67.3% | $4,740-57.5% |
| Participant deferral / active EE | $2,176 | $8,986-75.8% | $8,363-74.0% | $6,400-66.0% |
| Admin fee / account holder | $9,843 | $13,783-28.6% | $11,616-15.3% | $11,426-13.9% |