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 | $25,772 | $45,566-43.4% | $64,105-59.8% | $59,632-56.8% |
| Participation rate | 22.0% | 60.2%-38.2pp | 68.2%-46.2pp | 68.7%-46.7pp |
| Annual return | -0.84% | 4.95%-5.8pp | 791.24%-792.1pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $476 | $934-49.1% | $1,820-73.9% | $2,203-78.4% |
| Participant deferral / active EE | $522 | $2,057-74.6% | $2,822-81.5% | $3,192-83.6% |
| Admin fee / account holder | $3,275 | $3,268+0.2% | $4,499-27.2% | $4,297-23.8% |